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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 | $101,653-53.1% | $147,080-67.6% | $74,459-35.9% |
| Participation rate | 75.7% | 75.6%+0.2pp | 82.2%-6.5pp | 67.2%+8.5pp |
| Annual return | 472.36% | 8754.98%-8282.6pp | 420.17%+52.2pp | 1369.70%-897.3pp |
| Employer contribution / active EE | $1,660 | $3,813-56.5% | $4,933-66.4% | $2,626-36.8% |
| Participant deferral / active EE | $3,084 | $7,304-57.8% | $8,066-61.8% | $4,350-29.1% |
| Admin fee / account holder | $5,512 | $1,752+214.7% | $12,989-57.6% | $1,945+183.4% |