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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 | $101,499-53.0% | $147,005-67.6% | $74,546-36.0% |
| Participation rate | 75.7% | 75.5%+0.2pp | 82.2%-6.5pp | 67.2%+8.5pp |
| Annual return | 472.36% | 8732.34%-8260.0pp | 418.76%+53.6pp | 1366.03%-893.7pp |
| Employer contribution / active EE | $1,660 | $3,811-56.4% | $4,934-66.4% | $2,624-36.7% |
| Participant deferral / active EE | $3,084 | $7,304-57.8% | $8,070-61.8% | $4,347-29.1% |
| Admin fee / account holder | $5,512 | $1,748+215.4% | $13,006-57.6% | $1,944+183.6% |