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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 | $43,696 | $101,763-57.1% | $164,866-73.5% | $80,874-46.0% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.4pp | 67.6%+29.3pp |
| Annual return | 11.04% | 16.73%-5.7pp | 69.97%-58.9pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,772 | $2,954-6.2% | $4,343-36.2% | $2,756+0.6% |
| Participant deferral / active EE | $1,748 | $4,477-60.9% | $6,033-71.0% | $4,297-59.3% |
| Admin fee / account holder | $2,735 | $8,228-66.8% | $12,689-78.4% | $6,935-60.6% |