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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 | $102,382-73.7% | $147,005-81.7% | $80,874-66.7% |
| Participation rate | 73.5% | 75.8%-2.4pp | 82.2%-8.7pp | 67.6%+5.8pp |
| Annual return | 15.97% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,429 | $3,715-34.6% | $4,934-50.8% | $2,756-11.9% |
| Participant deferral / active EE | $1,907 | $6,646-71.3% | $8,070-76.4% | $4,297-55.6% |
| Admin fee / account holder | $847 | $7,942-89.3% | $13,006-93.5% | $6,935-87.8% |