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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 | $53,387 | $53,128+0.5% | $86,582-38.3% | $70,126-23.9% |
| Participation rate | 81.3% | 65.3%+15.9pp | 73.5%+7.7pp | 69.5%+11.7pp |
| Annual return | 14.45% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $5,086 | $2,068+145.9% | $2,839+79.1% | $2,343+117.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,780 | $3,584-50.3% | $4,904-63.7% | $4,645-61.7% |