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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 | $17,210 | $54,674-68.5% | $76,089-77.4% | $74,429-76.9% |
| Participation rate | 80.2% | 60.3%+19.8pp | 69.1%+11.1pp | 67.2%+13.0pp |
| Annual return | 27.55% | 31.89%-4.3pp | 360.94%-333.4pp | 1368.38%-1340.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,735 | $3,071+86.7% | $4,259+34.6% | $4,348+31.9% |
| Admin fee / account holder | $745 | $2,238-66.7% | $6,418-88.4% | $1,944-61.7% |