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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 | $16,748 | $46,697-64.1% | $117,533-85.8% | $68,486-75.5% |
| Participation rate | 91.6% | 56.8%+34.8pp | 70.6%+21.0pp | 67.9%+23.7pp |
| Annual return | 1.95% | -14.52%+16.5pp | 29.77%-27.8pp | -7.85%+9.8pp |
| Employer contribution / active EE | $1,897 | $1,506+26.0% | $4,179-54.6% | $2,597-26.9% |
| Participant deferral / active EE | $47 | $2,637-98.2% | $4,072-98.8% | $4,028-98.8% |
| Admin fee / account holder | $4,739 | $4,023+17.8% | $5,647-16.1% | $5,404-12.3% |