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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 | $189,480 | $54,370+248.5% | $82,763+128.9% | $68,490+176.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.53% | -13.67%+0.1pp | 702.45%-716.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $14,651 | $2,219+560.2% | $3,008+387.0% | $2,597+464.2% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,885 | $4,398+329.4% | $5,325+254.6% | $5,403+249.5% |