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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 | $65,460 | $102,422-36.1% | $147,117-55.5% | $80,959-19.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.36% | 135.16%-115.8pp | 420.54%-401.2pp | 35.67%-16.3pp |
| Employer contribution / active EE | $14,967 | $3,717+302.6% | $4,932+203.4% | $2,757+442.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,382 | $7,953+5.4% | $12,993-35.5% | $6,925+21.0% |