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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 | $47,695 | $101,591-53.1% | $147,096-67.6% | $74,429-35.9% |
| Participation rate | 75.7% | 75.5%+0.2pp | 82.2%-6.5pp | 67.2%+8.5pp |
| Annual return | 472.36% | 8746.45%-8274.1pp | 419.75%+52.6pp | 1368.38%-896.0pp |
| Employer contribution / active EE | $1,660 | $3,813-56.5% | $4,936-66.4% | $2,625-36.8% |
| Participant deferral / active EE | $3,084 | $7,302-57.8% | $8,071-61.8% | $4,348-29.1% |
| Admin fee / account holder | $5,512 | $1,750+215.0% | $13,005-57.6% | $1,944+183.5% |