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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 | $214,947 | $81,476+163.8% | $102,383+109.9% | $80,925+165.6% |
| Participation rate | 99.0% | 66.8%+32.1pp | 74.5%+24.5pp | 67.7%+31.3pp |
| Annual return | 23.02% | 25.59%-2.6pp | 24.94%-1.9pp | 35.65%-12.6pp |
| Employer contribution / active EE | $7,030 | $3,105+126.4% | $3,870+81.7% | $2,756+155.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,037 | $6,717-69.7% | $8,391-75.7% | $6,940-70.7% |