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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 | $18,737 | $75,959-75.3% | $154,114-87.8% | $64,181-70.8% |
| Participation rate | 95.6% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | 5.79% | 30.32%-24.5pp | 735.16%-729.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $760 | $3,350-77.3% | $5,298-85.7% | $2,381-68.1% |
| Participant deferral / active EE | $265 | $3,175-91.7% | $5,081-94.8% | $3,470-92.4% |
| Admin fee / account holder | $2,478 | $5,589-55.7% | $13,411-81.5% | $4,887-49.3% |