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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 | $63,192 | $47,479+33.1% | $62,929+0.4% | $82,448-23.4% |
| Participation rate | 85.3% | 66.9%+18.4pp | 73.1%+12.2pp | 68.1%+17.2pp |
| Annual return | 17.19% | 20.34%-3.2pp | 1063.93%-1046.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,444 | $1,885+135.7% | $2,505+77.4% | $2,551+74.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,572 | $3,804-58.7% | $5,065-69.0% | $7,234-78.3% |