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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 | $28,886 | $87,733-67.1% | $106,554-72.9% | $85,851-66.4% |
| Participation rate | 91.9% | 71.9%+20.0pp | 76.1%+15.8pp | 69.3%+22.6pp |
| Annual return | 12.43% | 21.86%-9.4pp | 26.80%-14.4pp | 318.63%-306.2pp |
| Employer contribution / active EE | $2,703 | $2,073+30.4% | $2,819-4.1% | $2,565+5.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $736 | $6,767-89.1% | $7,408-90.1% | $6,261-88.2% |