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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 | $31,674 | $99,957-68.3% | $149,745-78.8% | $73,497-56.9% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 13.95% | 53.87%-39.9pp | 276.72%-262.8pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,811 | $3,191-43.2% | $4,646-61.0% | $2,270-20.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,702 | $551+209.1% | $9,312-81.7% | $513+231.7% |