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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 | $32,946 | $79,449-58.5% | $189,597-82.6% | $85,851-61.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 25.61% | 18.45%+7.2pp | 64.20%-38.6pp | 318.63%-293.0pp |
| Employer contribution / active EE | $3,572 | $2,081+71.6% | $4,412-19.1% | $2,565+39.2% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,843 | $5,377-47.1% | $9,807-71.0% | $6,261-54.6% |