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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,495 | $101,591-8.0% | $147,096-36.4% | $74,429+25.6% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 11.47% | 8746.45%-8735.0pp | 419.75%-408.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $2,219 | $3,813-41.8% | $4,936-55.1% | $2,625-15.5% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2,986 | $1,750+70.6% | $13,005-77.0% | $1,944+53.6% |