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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 | $44,595 | $81,334-45.2% | $113,397-60.7% | $64,097-30.4% |
| Participation rate | 93.3% | 65.6%+27.7pp | 76.5%+16.8pp | 55.2%+38.1pp |
| Annual return | 13.85% | 32.50%-18.6pp | 23.20%-9.3pp | 34.64%-20.8pp |
| Employer contribution / active EE | $2,356 | $2,077+13.5% | $2,977-20.9% | $1,891+24.6% |
| Participant deferral / active EE | $1,156 | $3,795-69.6% | $5,076-77.2% | $3,080-62.5% |
| Admin fee / account holder | $7,444 | $4,208+76.9% | $11,957-37.7% | $3,454+115.5% |