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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 | $75,263 | $66,764+12.7% | $88,497-15.0% | $62,881+19.7% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 10.27% | 10.37%-0.1pp | 7.63%+2.6pp | 20.14%-9.9pp |
| Employer contribution / active EE | $13,719 | $3,077+345.9% | $4,036+239.9% | $2,281+501.5% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,459 | $4,668-4.5% | $6,220-28.3% | $4,296+3.8% |