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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 | $34,446 | $91,439-62.3% | $135,974-74.7% | $71,511-51.8% |
| Participation rate | 91.3% | 75.7%+15.7pp | 81.9%+9.4pp | 67.9%+23.4pp |
| Annual return | 16.61% | 29.90%-13.3pp | 68.30%-51.7pp | 28.86%-12.2pp |
| Employer contribution / active EE | $1,365 | $3,705-63.2% | $4,859-71.9% | $2,589-47.3% |
| Participant deferral / active EE | $1,921 | $7,093-72.9% | $7,760-75.2% | $4,291-55.2% |
| Admin fee / account holder | $2,986 | $1,267+135.7% | $10,767-72.3% | $1,588+88.0% |