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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 | $60,745 | $79,523-23.6% | $140,019-56.6% | $56,289+7.9% |
| Participation rate | 81.3% | 85.7%-4.5pp | 87.5%-6.2pp | 69.9%+11.4pp |
| Annual return | 7.52% | 2.39%+5.1pp | 651.17%-643.7pp | -9.96%+17.5pp |
| Employer contribution / active EE | $3,304 | $3,350-1.4% | $5,605-41.1% | $2,111+56.5% |
| Participant deferral / active EE | $1,082 | $5,129-78.9% | $6,927-84.4% | $3,350-67.7% |
| Admin fee / account holder | $2,139 | $614+248.2% | $10,705-80.0% | $521+310.6% |