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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 | $125,729 | $125,797-0.1% | $170,057-26.1% | $75,177+67.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.28% | 27.20%-1.9pp | 53.42%-28.1pp | 160.75%-135.5pp |
| Employer contribution / active EE | $10,078 | $4,616+118.3% | $6,790+48.4% | $2,671+277.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,587 | $8,177-19.4% | $12,826-48.6% | $5,651+16.6% |