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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 | $58,301 | $72,269-19.3% | $101,271-42.4% | $79,852-27.0% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 11.07% | 22.29%-11.2pp | 46.48%-35.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $9,068 | $2,692+236.9% | $3,660+147.8% | $2,471+267.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,839 | $4,401+55.4% | $5,948+15.0% | $5,306+28.9% |