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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 | $215,431 | $79,223+171.9% | $102,460+110.3% | $74,478+189.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 63.29% | 54.98%+8.3pp | 29.47%+33.8pp | 1370.56%-1307.3pp |
| Employer contribution / active EE | $4,028 | $2,363+70.5% | $3,025+33.2% | $2,626+53.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,630 | $2,003+31.3% | $9,460-72.2% | $1,946+35.1% |