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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 | $65,083 | $78,423-17.0% | $95,964-32.2% | $79,856-18.5% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.9pp |
| Annual return | 16.09% | 19.37%-3.3pp | 91.64%-75.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,063 | $1,945-45.4% | $2,541-58.2% | $2,471-57.0% |
| Participant deferral / active EE | $1,329 | $3,440-61.4% | $4,167-68.1% | $3,741-64.5% |
| Admin fee / account holder | $8,196 | $5,622+45.8% | $6,797+20.6% | $5,306+54.5% |