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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 | $24,867 | $77,817-68.0% | $123,553-79.9% | $64,173-61.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.21% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,003 | $3,014-66.7% | $4,628-78.3% | $2,381-57.9% |
| Participant deferral / active EE | $2,117 | $5,240-59.6% | $6,426-67.1% | $3,470-39.0% |
| Admin fee / account holder | $1,641 | $5,519-70.3% | $9,284-82.3% | $4,887-66.4% |