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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 | $174,999 | $85,766+104.0% | $136,298+28.4% | $70,126+149.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.50% | 31.46%-2.0pp | 5156.27%-5126.8pp | 73.15%-43.6pp |
| Employer contribution / active EE | $5,842 | $2,966+97.0% | $4,696+24.4% | $2,343+149.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $832 | $5,421-84.6% | $9,244-91.0% | $4,645-82.1% |