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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 | $35,571 | $79,894-55.5% | $135,792-73.8% | $82,637-57.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 19.27% | 17.20%+2.1pp | 25.96%-6.7pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,416 | $2,165+11.6% | $3,496-30.9% | $2,552-5.3% |
| Participant deferral / active EE | $933 | $3,194-70.8% | $4,759-80.4% | $4,126-77.4% |
| Admin fee / account holder | $4,651 | $6,434-27.7% | $12,266-62.1% | $7,339-36.6% |