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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 | $220,000 | $76,112+189.0% | $96,544+127.9% | $71,529+207.6% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.1pp |
| Annual return | 1540.33% | 22.80%+1517.5pp | 25.88%+1514.4pp | 28.97%+1511.4pp |
| Employer contribution / active EE | $23,200 | $2,248+932.0% | $2,966+682.1% | $2,590+795.8% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $16,632 | $2,708+514.1% | $8,254+101.5% | $1,588+947.0% |