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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 | $29,759 | $61,391-51.5% | $149,723-80.1% | $71,529-58.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.96% | 35.88%-21.9pp | 134.50%-120.5pp | 28.97%-15.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $651 | $2,921-77.7% | $5,682-88.5% | $4,291-84.8% |
| Admin fee / account holder | $839 | $1,264-33.6% | $13,215-93.7% | $1,588-47.2% |