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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 | $36,869 | $76,551-51.8% | $123,894-70.2% | $62,881-41.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.12% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,818 | $2,882+67.1% | $4,617+4.4% | $2,281+111.2% |
| Participant deferral / active EE | $1,571 | $4,840-67.5% | $5,984-73.7% | $3,203-50.9% |
| Admin fee / account holder | $6,983 | $4,826+44.7% | $8,357-16.4% | $4,296+62.5% |