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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 | $106,945 | $48,314+121.4% | $67,561+58.3% | $80,925+32.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 21.49% | 18.28%+3.2pp | 3525.44%-3504.0pp | 35.65%-14.2pp |
| Employer contribution / active EE | $12,050 | $2,022+496.0% | $2,735+340.6% | $2,756+337.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,446 | $3,690+20.5% | $4,006+11.0% | $6,940-35.9% |