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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 | $101,752-42.7% | $164,928-64.7% | $80,911-27.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.27% | 16.73%-3.5pp | 70.08%-56.8pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,383 | $2,953-53.2% | $4,343-68.2% | $2,756-49.8% |
| Participant deferral / active EE | $839 | $4,477-81.3% | $6,034-86.1% | $4,297-80.5% |
| Admin fee / account holder | $6,555 | $8,218-20.2% | $12,684-48.3% | $6,935-5.5% |