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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 | $13,246 | $77,814-83.0% | $158,223-91.6% | $86,983-84.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.01% | 30.54%-14.5pp | 52.09%-36.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,755 | $2,592-32.3% | $4,109-57.3% | $2,584-32.1% |
| Participant deferral / active EE | $854 | $3,270-73.9% | $5,467-84.4% | $4,194-79.6% |
| Admin fee / account holder | $794 | $5,879-86.5% | $16,047-95.1% | $7,856-89.9% |