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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 | $34,854 | $64,729-46.2% | $112,263-69.0% | $68,490-49.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.81% | -11.40%-1.4pp | 27.49%-40.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $4,500 | $2,746+63.9% | $3,636+23.8% | $2,597+73.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $427 | $5,222-91.8% | $6,410-93.3% | $5,403-92.1% |