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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 | $222,195 | $99,994+122.2% | $146,643+51.5% | $85,847+158.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 30.11% | 18.93%+11.2pp | 22.75%+7.4pp | 318.61%-288.5pp |
| Employer contribution / active EE | $14,301 | $2,559+458.9% | $4,137+245.7% | $2,565+457.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,462 | $7,703+22.8% | $10,280-8.0% | $6,261+51.1% |