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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.)
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 | $32,665 | $79,045-58.7% | $100,378-67.5% | $74,429-56.1% |
| Participation rate | 85.5% | 79.4%+6.0pp | 81.5%+3.9pp | 67.2%+18.2pp |
| Annual return | 119.00% | 20.61%+98.4pp | 49.41%+69.6pp | 1368.38%-1249.4pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,564 | $7,751-2.4% | $8,087-6.5% | $4,348+74.0% |
| Admin fee / account holder | $1,288 | $1,335-3.5% | $7,899-83.7% | $1,944-33.8% |