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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,767 | $151,490-95.5% | $76,030-91.1% | - |
| Participation rate | 88.9% | 67.5%+21.4pp | 69.1%+19.8pp | - |
| Annual return | 9.54% | 14.17%-4.6pp | 361.54%-352.0pp | - |
| Employer contribution / active EE | $2,981 | $2,542+17.3% | $2,688+10.9% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $4,257-100.0% | - |
| Admin fee / account holder | $1,070 | $25,345-95.8% | $6,421-83.3% | - |