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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 | $22,251 | $93,598-76.2% | $135,974-83.6% | $75,173-70.4% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 18.64% | 30.89%-12.2pp | 68.30%-49.7pp | 160.72%-142.1pp |
| Employer contribution / active EE | $4,053 | $3,538+14.6% | $4,859-16.6% | $2,671+51.8% |
| Participant deferral / active EE | $138 | $6,405-97.8% | $7,760-98.2% | $4,126-96.6% |
| Admin fee / account holder | $1,384 | $6,978-80.2% | $10,767-87.1% | $5,651-75.5% |