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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 | $74,254 | $64,909+14.4% | $82,312-9.8% | $62,293+19.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.06% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,532 | $1,676-8.6% | $2,428-36.9% | $2,042-25.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4,926 | $440+1020.6% | $5,608-12.2% | $479+927.7% |