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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 | $75,619 | $56,544+33.7% | $75,501+0.2% | $70,124+7.8% |
| Participation rate | 83.2% | 68.1%+15.0pp | 72.4%+10.8pp | 69.5%+13.6pp |
| Annual return | 13.93% | 23.59%-9.7pp | 27.35%-13.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,383 | $1,817+196.3% | $2,352+128.9% | $2,342+129.8% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,145 | $3,827-44.0% | $5,801-63.0% | $4,645-53.8% |