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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 | $59,434 | $76,564-22.4% | $105,582-43.7% | $94,015-36.8% |
| Participation rate | 98.9% | 65.2%+33.7pp | 71.8%+27.2pp | 70.8%+28.1pp |
| Annual return | 20.16% | 20.69%-0.5pp | 18.61%+1.5pp | 17.84%+2.3pp |
| Employer contribution / active EE | $1,229 | $1,995-38.4% | $2,984-58.8% | $2,790-56.0% |
| Participant deferral / active EE | $1,323 | $3,320-60.1% | $4,353-69.6% | $4,249-68.9% |
| Admin fee / account holder | $7,462 | $7,129+4.7% | $12,856-42.0% | $8,951-16.6% |