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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 | $52,298 | $50,947+2.7% | $74,551-29.8% | $64,173-18.5% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.1%+28.4pp | 69.6%+28.0pp |
| Annual return | -2.13% | -1.85%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $10,581 | $1,115+848.6% | $1,961+439.6% | $2,381+344.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,783 | $4,221-34.1% | $5,059-45.0% | $4,887-43.1% |