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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 | $11,488 | $43,344-73.5% | $59,899-80.8% | $64,173-82.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.61% | -1.55%+14.2pp | 3.46%+9.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $3,631 | $2,030+78.9% | $2,723+33.4% | $2,381+52.5% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $366 | $3,008-87.8% | $3,592-89.8% | $4,887-92.5% |