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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 | $72,845 | $91,198-20.1% | $178,503-59.2% | $79,856-8.8% |
| Participation rate | 97.3% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 19.04% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $6,055 | $3,257+85.9% | $5,011+20.8% | $2,471+145.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,292 | $6,748-36.4% | $13,987-69.3% | $5,306-19.1% |