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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 | $111,899 | $69,977+59.9% | $108,582+3.1% | $62,881+78.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.85% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $8,697 | $2,135+307.4% | $3,758+131.4% | $2,281+281.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,197 | $5,076+2.4% | $7,645-32.0% | $4,296+21.0% |