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Employer 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.)
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 | $11,621 | $81,358-85.7% | $155,556-92.5% | $80,959-85.6% |
| Participation rate | 77.5% | 66.3%+11.2pp | 78.2%-0.8pp | 67.7%+9.8pp |
| Annual return | 224.49% | 33.39%+191.1pp | 64.84%+159.7pp | 35.67%+188.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,057 | $3,455+17.4% | $5,631-27.9% | $4,300-5.7% |
| Admin fee / account holder | $1,944 | $7,994-75.7% | $15,885-87.8% | $6,925-71.9% |