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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 | $139,719 | $73,988+88.8% | $96,538+44.7% | $75,177+85.9% |
| Participation rate | 98.6% | 66.4%+32.2pp | 74.3%+24.3pp | 67.2%+31.4pp |
| Annual return | 48.47% | 26.73%+21.7pp | 35.74%+12.7pp | 160.75%-112.3pp |
| Employer contribution / active EE | $7,529 | $2,930+156.9% | $3,740+101.3% | $2,671+181.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,025 | $5,220-42.1% | $6,737-55.1% | $5,651-46.5% |