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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 | $65,052 | $65,322-0.4% | $70,494-7.7% | $73,497-11.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.38% | 15.71%-2.3pp | 109.16%-95.8pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,163 | $2,460-52.7% | $2,738-57.5% | $2,270-48.8% |
| Participant deferral / active EE | $1,028 | $3,375-69.5% | $3,711-72.3% | $3,740-72.5% |
| Admin fee / account holder | $671 | $214+213.6% | $3,848-82.6% | $513+30.8% |