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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 | $95,422 | $57,352+66.4% | $83,831+13.8% | $64,173+48.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 15.93% | 11.38%+4.5pp | 850.99%-835.1pp | 7.63%+8.3pp |
| Employer contribution / active EE | $4,654 | $2,546+82.8% | $3,631+28.2% | $2,381+95.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,016 | $4,046-50.2% | $5,479-63.2% | $4,887-58.8% |