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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 | $29,147 | $48,314-39.7% | $67,561-56.9% | $80,925-64.0% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 16.05% | 18.28%-2.2pp | 3525.44%-3509.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,991 | $2,022+47.9% | $2,735+9.4% | $2,756+8.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,852 | $3,690-49.8% | $4,006-53.8% | $6,940-73.3% |