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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 | $50,389 | $67,638-25.5% | $133,346-62.2% | $69,733-27.7% |
| Participation rate | 87.4% | 54.3%+33.1pp | 72.8%+14.5pp | 62.5%+24.9pp |
| Annual return | 10.13% | 13.38%-3.3pp | 36.85%-26.7pp | 15.22%-5.1pp |
| Employer contribution / active EE | $998 | $1,177-15.3% | $2,853-65.0% | $2,250-55.7% |
| Participant deferral / active EE | $879 | $2,567-65.7% | $4,332-79.7% | $3,054-71.2% |
| Admin fee / account holder | $1,450 | $4,814-69.9% | $14,264-89.8% | $3,102-53.2% |