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Participant 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 | $84,261 | $37,156+126.8% | $83,854+0.5% | $86,983-3.1% |
| Participation rate | 97.6% | 49.1%+48.5pp | 59.1%+38.5pp | 69.5%+28.0pp |
| Annual return | 14.48% | 29.88%-15.4pp | 31.39%-16.9pp | 25.83%-11.3pp |
| Employer contribution / active EE | $981 | $661+48.5% | $1,017-3.5% | $2,584-62.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,673 | $2,510+46.4% | $3,197+14.9% | $7,856-53.2% |