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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 | $32,537 | $87,132-62.7% | $105,624-69.2% | $80,959-59.8% |
| Participation rate | 95.9% | 70.4%+25.4pp | 75.3%+20.6pp | 67.7%+28.2pp |
| Annual return | 12.63% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,297 | $2,397+121.0% | $3,168+67.2% | $2,757+92.1% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,400 | $8,449-83.4% | $10,961-87.2% | $6,925-79.8% |