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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 | $112,650 | $81,504+38.2% | $102,437+10.0% | $80,959+39.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 30.62% | 25.60%+5.0pp | 24.95%+5.7pp | 35.67%-5.1pp |
| Employer contribution / active EE | $10,998 | $3,104+254.4% | $3,871+184.1% | $2,757+298.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,105 | $6,719-9.1% | $8,388-27.2% | $6,925-11.8% |