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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 | $48,284-39.6% | $67,524-56.8% | $80,911-64.0% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.6%+24.0pp |
| Annual return | 16.05% | 18.27%-2.2pp | 3519.41%-3503.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,991 | $2,021+48.0% | $2,734+9.4% | $2,756+8.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,852 | $3,688-49.8% | $4,001-53.7% | $6,935-73.3% |