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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 | $87,059-62.6% | $105,608-69.2% | $80,925-59.8% |
| Participation rate | 95.9% | 70.4%+25.4pp | 75.3%+20.6pp | 67.7%+28.2pp |
| Annual return | 12.63% | 17.05%-4.4pp | 116.50%-103.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $5,297 | $2,396+121.0% | $3,167+67.3% | $2,756+92.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,400 | $8,443-83.4% | $11,028-87.3% | $6,940-79.8% |