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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 | $26,931 | $102,429-73.7% | $147,096-81.7% | $80,925-66.7% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 15.97% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $2,429 | $3,716-34.6% | $4,936-50.8% | $2,756-11.9% |
| Participant deferral / active EE | $1,907 | $6,649-71.3% | $8,071-76.4% | $4,299-55.6% |
| Admin fee / account holder | $847 | $7,957-89.4% | $13,005-93.5% | $6,940-87.8% |