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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 | $68,593 | $94,529-27.4% | $140,019-51.0% | $64,173+6.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.04% | 7.77%-6.7pp | 651.17%-650.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,811 | $3,812-52.5% | $5,605-67.7% | $2,381-23.9% |
| Participant deferral / active EE | $920 | $5,250-82.5% | $6,927-86.7% | $3,470-73.5% |
| Admin fee / account holder | $1,136 | $6,741-83.1% | $10,705-89.4% | $4,887-76.7% |