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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $216,961 | $65,555+231.0% | $86,216+151.6% | $75,173+188.6% |
| Participation rate | 97.5% | 60.5%+37.0pp | 69.0%+28.6pp | 67.2%+30.3pp |
| Annual return | 4.47% | 46.07%-41.6pp | 1169.42%-1164.9pp | 160.72%-156.2pp |
| Employer contribution / active EE | $20,873 | $1,553+1243.8% | $2,382+776.4% | $2,671+681.5% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,215 | $5,469-22.9% | $6,853-38.5% | $5,651-25.4% |