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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 | $173,696 | $79,961+117.2% | $98,462+76.4% | $75,177+131.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 6.84% | 19.75%-12.9pp | 21.17%-14.3pp | 160.75%-153.9pp |
| Employer contribution / active EE | $14,667 | $2,264+547.8% | $3,049+381.1% | $2,671+449.1% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,194 | $6,842+63.6% | $8,875+26.1% | $5,651+98.1% |