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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 | $101,778-42.7% | $164,975-64.7% | $80,925-28.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.27% | 16.73%-3.5pp | 70.12%-56.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,383 | $2,954-53.2% | $4,343-68.2% | $2,756-49.8% |
| Participant deferral / active EE | $839 | $4,477-81.3% | $6,033-86.1% | $4,299-80.5% |
| Admin fee / account holder | $6,555 | $8,221-20.3% | $12,688-48.3% | $6,940-5.6% |