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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 | $212,048 | $80,748+162.6% | $102,383+107.1% | $74,429+184.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 44.36% | 27.57%+16.8pp | 24.94%+19.4pp | 1368.38%-1324.0pp |
| Employer contribution / active EE | $5,645 | $3,159+78.7% | $3,870+45.8% | $2,625+115.0% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,760 | $2,371-25.8% | $8,391-79.0% | $1,944-9.5% |