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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 | $102,385-36.1% | $147,080-55.5% | $80,935-19.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.36% | 135.09%-115.7pp | 420.17%-400.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $14,967 | $3,717+302.7% | $4,933+203.4% | $2,757+442.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,382 | $7,951+5.4% | $12,989-35.5% | $6,924+21.0% |