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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 | $18,774 | $55,932-66.4% | $76,735-75.5% | $67,986-72.4% |
| Participation rate | 90.4% | 50.8%+39.6pp | 69.5%+20.9pp | 57.2%+33.2pp |
| Annual return | 19.25% | 23.10%-3.8pp | 29.77%-10.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $673 | $1,487-54.7% | $2,454-72.6% | $2,019-66.7% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $376 | $4,907-92.3% | $7,189-94.8% | $3,203-88.3% |