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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 | $47,909 | $62,166-22.9% | $81,286-41.1% | $74,429-35.6% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.5pp | 67.2%+31.9pp |
| Annual return | 16.19% | 16.50%-0.3pp | 24.80%-8.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $9,346 | $1,881+396.9% | $2,463+279.5% | $2,625+256.1% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4,235 | $1,925+120.1% | $5,764-26.5% | $1,944+117.8% |