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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 | $70,407 | $53,128+32.5% | $86,581-18.7% | $70,124+0.4% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 16.40% | 27.66%-11.3pp | 965.06%-948.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $11,400 | $2,068+451.2% | $2,840+301.5% | $2,342+386.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,391 | $3,584-61.2% | $4,904-71.6% | $4,645-70.1% |