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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 | $26,113 | $47,977-45.6% | $154,111-83.1% | $56,287-53.6% |
| Participation rate | 80.2% | 66.2%+14.0pp | 83.0%-2.8pp | 69.9%+10.3pp |
| Annual return | -3.24% | 3.54%-6.8pp | 735.18%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $339 | $2,392-85.8% | $5,081-93.3% | $3,350-89.9% |
| Admin fee / account holder | $1,031 | $438+135.2% | $13,411-92.3% | $521+97.9% |