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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 | $32,505 | $73,978-56.1% | $96,515-66.3% | $75,173-56.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.39% | 26.72%-7.3pp | 35.73%-16.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $3,413 | $2,931+16.5% | $3,740-8.7% | $2,671+27.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,502 | $5,219-71.2% | $6,735-77.7% | $5,651-73.4% |