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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,745 | $91,474+548.0% | $135,982+335.9% | $71,529+728.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 6.58% | 29.89%-23.3pp | 68.32%-61.7pp | 28.97%-22.4pp |
| Employer contribution / active EE | $21,064 | $3,705+468.5% | $4,859+333.5% | $2,590+713.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $11,985 | $1,267+845.8% | $10,767+11.3% | $1,588+654.5% |