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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 | $117,419 | $64,176+83.0% | $112,249+4.6% | $66,938+75.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.11% | -13.80%-0.3pp | 27.48%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $13,007 | $3,007+332.6% | $3,636+257.7% | $2,545+411.0% |
| Participant deferral / active EE | $41 | $3,694-98.9% | $4,729-99.1% | $4,238-99.0% |
| Admin fee / account holder | $13,088 | $626+1991.4% | $6,412+104.1% | $594+2105.2% |