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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 | $7,100 | $101,591-93.0% | $147,096-95.2% | $74,429-90.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.5pp | 67.2%+18.5pp |
| Annual return | 88.97% | 8746.45%-8657.5pp | 419.75%-330.8pp | 1368.38%-1279.4pp |
| Employer contribution / active EE | $498 | $3,813-86.9% | $4,936-89.9% | $2,625-81.0% |
| Participant deferral / active EE | $5,183 | $7,302-29.0% | $8,071-35.8% | $4,348+19.2% |
| Admin fee / account holder | $491 | $1,750-72.0% | $13,005-96.2% | $1,944-74.8% |