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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 | $74,372 | $82,678-10.0% | $125,391-40.7% | $68,490+8.6% |
| Participation rate | 92.8% | 75.1%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | 6.58% | -5.97%+12.6pp | 572.41%-565.8pp | -7.85%+14.4pp |
| Employer contribution / active EE | $9,168 | $3,382+171.1% | $4,816+90.4% | $2,597+253.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,364 | $6,277-62.3% | $10,009-76.4% | $5,403-56.3% |