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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 | $68,272 | $57,352+19.0% | $83,830-18.6% | $64,173+6.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 44.22% | 11.38%+32.8pp | 850.97%-806.8pp | 7.63%+36.6pp |
| Employer contribution / active EE | $4,960 | $2,546+94.9% | $3,631+36.6% | $2,381+108.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,871 | $4,046-53.8% | $5,479-65.9% | $4,887-61.7% |