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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 | $171,795 | $123,793+38.8% | $177,840-3.4% | $79,852+115.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.30% | 22.82%-16.5pp | 48.32%-42.0pp | 31.72%-25.4pp |
| Employer contribution / active EE | $27,760 | $4,095+577.9% | $5,919+369.0% | $2,471+1023.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29,390 | $7,243+305.8% | $12,431+136.4% | $5,306+453.9% |