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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 | $46,702 | $68,394-31.7% | $94,672-50.7% | $75,177-37.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 24.64% | 616.92%-592.3pp | 156.89%-132.2pp | 160.75%-136.1pp |
| Employer contribution / active EE | $6,531 | $2,701+141.8% | $3,673+77.8% | $2,671+144.5% |
| Participant deferral / active EE | $2,142 | $6,536-67.2% | $7,417-71.1% | $4,126-48.1% |
| Admin fee / account holder | $1,191 | $5,326-77.6% | $7,222-83.5% | $5,651-78.9% |