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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 | $26,587 | $145,904-81.8% | $83,830-68.3% | - |
| Participation rate | 97.0% | 64.1%+32.9pp | 76.1%+20.8pp | - |
| Annual return | -6.25% | -3.19%-3.1pp | 850.97%-857.2pp | - |
| Employer contribution / active EE | $2,041 | $1,734+17.7% | $3,631-43.8% | - |
| Participant deferral / active EE | $0 | $2,760-100.0% | $4,082-100.0% | - |
| Admin fee / account holder | $2,797 | $8,727-67.9% | $5,479-48.9% | - |