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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 | $62,939 | $57,352+9.7% | $83,830-24.9% | $64,173-1.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.91% | 11.38%-5.5pp | 850.97%-845.1pp | 7.63%-1.7pp |
| Employer contribution / active EE | $4,348 | $2,546+70.8% | $3,631+19.7% | $2,381+82.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,993 | $4,046-26.0% | $5,479-45.4% | $4,887-38.8% |