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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 | $144,379 | $84,940+70.0% | $111,306+29.7% | $79,389+81.9% |
| Participation rate | 98.1% | 75.9%+22.3pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 96.78% | 17.45%+79.3pp | 54.67%+42.1pp | 116.89%-20.1pp |
| Employer contribution / active EE | $1,422 | $1,979-28.2% | $2,732-47.9% | $2,428-41.4% |
| Participant deferral / active EE | $1,711 | $3,889-56.0% | $4,488-61.9% | $4,046-57.7% |
| Admin fee / account holder | $2,260 | $537+320.6% | $7,966-71.6% | $626+260.7% |