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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 | $37,527 | $81,358-53.9% | $155,556-75.9% | $80,959-53.6% |
| Participation rate | 98.5% | 66.3%+32.2pp | 78.2%+20.3pp | 67.7%+30.8pp |
| Annual return | 12.28% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,073 | $3,106-1.1% | $4,675-34.3% | $2,757+11.5% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,589 | $7,994-67.6% | $15,885-83.7% | $6,925-62.6% |