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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 | $27,823 | $64,719-57.0% | $112,249-75.2% | $68,486-59.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.19% | -11.40%-2.8pp | 27.48%-41.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,056 | $2,747+11.3% | $3,636-16.0% | $2,597+17.7% |
| Participant deferral / active EE | $1,221 | $3,565-65.7% | $4,729-74.2% | $4,028-69.7% |
| Admin fee / account holder | $1,573 | $5,232-69.9% | $6,412-75.5% | $5,404-70.9% |