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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 | $50,414 | $94,529-46.7% | $140,019-64.0% | $64,173-21.4% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.2pp |
| Annual return | 7.37% | 7.77%-0.4pp | 651.17%-643.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $4,713 | $3,812+23.6% | $5,605-15.9% | $2,381+97.9% |
| Participant deferral / active EE | $1,987 | $5,250-62.2% | $6,927-71.3% | $3,470-42.7% |
| Admin fee / account holder | $4,340 | $6,741-35.6% | $10,705-59.5% | $4,887-11.2% |