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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 | $166,146 | $105,200+57.9% | $159,474+4.2% | $85,847+93.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 15.61% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $19,341 | $3,319+482.8% | $4,831+300.4% | $2,565+653.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,961 | $6,934+245.5% | $10,802+121.8% | $6,261+282.7% |