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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 | $18,684 | $85,171-78.1% | $172,752-89.2% | $72,975-74.4% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | 18.19% | 27.32%-9.1pp | 802.97%-784.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $890 | $3,324-73.2% | $5,144-82.7% | $2,440-63.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $780 | $5,880-86.7% | $13,955-94.4% | $5,124-84.8% |