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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 | $127,646 | $101,591+25.6% | $147,096-13.2% | $74,429+71.5% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 14.14% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $3,815 | $3,813+0.1% | $4,936-22.7% | $2,625+45.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $430 | $1,750-75.4% | $13,005-96.7% | $1,944-77.9% |