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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 | $56,121-66.5% | $92,985-79.8% | $64,340-70.8% |
| Participation rate | 90.4% | 44.9%+45.5pp | 69.5%+20.9pp | 55.2%+35.1pp |
| Annual return | 19.25% | 19.19%+0.1pp | 27.99%-8.7pp | 24.14%-4.9pp |
| Employer contribution / active EE | $673 | $1,351-50.2% | $2,662-74.7% | $1,862-63.8% |
| Participant deferral / active EE | $0 | $2,362-100.0% | $4,377-100.0% | $2,980-100.0% |
| Admin fee / account holder | $376 | $6,869-94.5% | $9,463-96.0% | $3,703-89.8% |