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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 | $24,511 | $88,672-72.4% | $105,223-76.7% | $82,448-70.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.63% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,529 | $3,048-49.8% | $3,689-58.5% | $2,551-40.0% |
| Participant deferral / active EE | $692 | $4,036-82.8% | $5,072-86.4% | $4,139-83.3% |
| Admin fee / account holder | $450 | $7,146-93.7% | $8,859-94.9% | $7,234-93.8% |