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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 | $81,331-53.9% | $155,534-75.9% | $80,935-53.6% |
| Participation rate | 98.5% | 66.3%+32.3pp | 78.2%+20.3pp | 67.7%+30.8pp |
| Annual return | 12.28% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,073 | $3,105-1.0% | $4,675-34.3% | $2,757+11.5% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,589 | $7,999-67.6% | $15,900-83.7% | $6,924-62.6% |