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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 | $8,120 | $55,470-85.4% | $155,556-94.8% | $74,478-89.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.02% | 269.80%-251.8pp | 64.84%-46.8pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,807 | $2,838-36.3% | $5,631-67.9% | $4,350-58.5% |
| Admin fee / account holder | $1,900 | $1,744+8.9% | $15,885-88.0% | $1,946-2.4% |