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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 | $32,112 | $81,262-60.5% | $155,602-79.4% | $80,911-60.3% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 11.40% | 33.34%-21.9pp | 64.81%-53.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,613 | $3,102-48.0% | $4,675-65.5% | $2,756-41.5% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,518 | $7,992-56.0% | $15,923-77.9% | $6,935-49.3% |