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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 | $23,214 | $76,551-69.7% | $123,894-81.3% | $62,881-63.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.34% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,035 | $2,882-64.1% | $4,617-77.6% | $2,281-54.6% |
| Participant deferral / active EE | $1,716 | $4,840-64.5% | $5,984-71.3% | $3,203-46.4% |
| Admin fee / account holder | $1,484 | $4,826-69.2% | $8,357-82.2% | $4,296-65.5% |