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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 | $102,382-36.1% | $147,005-55.5% | $80,874-19.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.36% | 134.89%-115.5pp | 418.76%-399.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $14,967 | $3,715+302.9% | $4,934+203.3% | $2,756+443.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,382 | $7,942+5.5% | $13,006-35.6% | $6,935+20.9% |