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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 | $88,844 | $82,678+7.5% | $125,391-29.1% | $68,490+29.7% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | 101.36% | -5.97%+107.3pp | 572.41%-471.1pp | -7.85%+109.2pp |
| Employer contribution / active EE | $5,675 | $3,382+67.8% | $4,816+17.8% | $2,597+118.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $534 | $6,277-91.5% | $10,009-94.7% | $5,403-90.1% |