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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 | $127,577 | $105,210+21.3% | $159,487-20.0% | $85,851+48.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.74% | 45.08%-20.3pp | 263.71%-239.0pp | 318.63%-293.9pp |
| Employer contribution / active EE | $5,473 | $3,319+64.9% | $4,831+13.3% | $2,565+113.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,830 | $6,934-44.8% | $10,804-64.5% | $6,261-38.8% |