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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,670 | $138,385+8.2% | $184,200-18.7% | $80,874+85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 4.48% | 20.02%-15.5pp | 28.80%-24.3pp | 35.62%-31.1pp |
| Employer contribution / active EE | $12,051 | $4,849+148.5% | $6,424+87.6% | $2,756+337.3% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,389 | $10,483+18.2% | $13,907-10.9% | $6,935+78.6% |