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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 | $19,529 | $57,352-65.9% | $83,831-76.7% | $64,173-69.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.09% | 11.38%-13.5pp | 850.99%-853.1pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,507 | $2,546-1.5% | $3,631-31.0% | $2,381+5.3% |
| Participant deferral / active EE | $1,065 | $2,993-64.4% | $4,082-73.9% | $3,470-69.3% |
| Admin fee / account holder | $8,563 | $4,046+111.6% | $5,479+56.3% | $4,887+75.2% |