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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 | $66,355 | $57,352+15.7% | $83,831-20.8% | $64,173+3.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.77% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $22,474 | $2,546+782.9% | $3,631+518.9% | $2,381+844.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,412 | $4,046-15.7% | $5,479-37.7% | $4,887-30.2% |