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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 | $6,308 | $55,446-88.6% | $155,574-95.9% | $74,429-91.5% |
| Participation rate | 78.1% | 61.9%+16.2pp | 78.2%-0.1pp | 67.2%+10.9pp |
| Annual return | 172.48% | 269.20%-96.7pp | 64.87%+107.6pp | 1368.38%-1195.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,723 | $2,836-39.2% | $5,629-69.4% | $4,348-60.4% |
| Admin fee / account holder | $929 | $1,743-46.7% | $15,914-94.2% | $1,944-52.2% |