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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 | $65,359 | $82,674-20.9% | $125,381-47.9% | $68,486-4.6% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -4.81% | -5.97%+1.2pp | 572.31%-577.1pp | -7.85%+3.0pp |
| Employer contribution / active EE | $4,814 | $3,382+42.3% | $4,8150% | $2,597+85.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,507 | $6,277-76.0% | $10,007-84.9% | $5,404-72.1% |