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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 | $79,184+172.1% | $102,438+110.3% | $74,546+189.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 63.29% | 54.95%+8.3pp | 29.37%+33.9pp | 1366.03%-1302.7pp |
| Employer contribution / active EE | $4,028 | $2,362+70.6% | $3,024+33.2% | $2,624+53.5% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2,630 | $2,001+31.4% | $9,448-72.2% | $1,944+35.3% |