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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 | $106,735 | $55,449+92.5% | $83,831+27.3% | $56,289+89.6% |
| Participation rate | 97.0% | 68.0%+29.0pp | 76.1%+20.9pp | 69.9%+27.2pp |
| Annual return | -3.99% | -1.38%-2.6pp | 850.99%-855.0pp | -9.96%+6.0pp |
| Employer contribution / active EE | $13,550 | $2,430+457.5% | $3,631+273.2% | $2,111+541.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,152 | $656+75.6% | $5,479-79.0% | $521+121.1% |