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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 | $58,296 | $101,795-42.7% | $165,100-64.7% | $80,959-28.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.27% | 16.73%-3.5pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,383 | $2,954-53.2% | $4,348-68.2% | $2,757-49.8% |
| Participant deferral / active EE | $839 | $4,476-81.3% | $6,035-86.1% | $4,300-80.5% |
| Admin fee / account holder | $6,555 | $8,221-20.3% | $12,696-48.4% | $6,925-5.3% |