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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 | $48,539 | $81,446-40.4% | $103,374-53.0% | $80,874-40.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 67.88% | 25.57%+42.3pp | 24.89%+43.0pp | 35.62%+32.3pp |
| Employer contribution / active EE | $5,420 | $3,107+74.4% | $3,869+40.1% | $2,756+96.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,951 | $6,715-70.9% | $8,394-76.8% | $6,935-71.9% |