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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,308 | $63,773-39.9% | $81,286-52.9% | $80,925-52.7% |
| Participation rate | 92.8% | 63.9%+28.9pp | 69.5%+23.3pp | 67.7%+25.1pp |
| Annual return | 6.07% | 16.37%-10.3pp | 24.80%-18.7pp | 35.65%-29.6pp |
| Employer contribution / active EE | $2,892 | $1,979+46.1% | $2,463+17.4% | $2,756+4.9% |
| Participant deferral / active EE | $834 | $3,093-73.0% | $3,883-78.5% | $4,299-80.6% |
| Admin fee / account holder | $723 | $5,682-87.3% | $5,764-87.5% | $6,940-89.6% |