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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 | $50,109 | $77,817-35.6% | $123,553-59.4% | $64,173-21.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 1.68% | 12.49%-10.8pp | 119.21%-117.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $5,947 | $3,014+97.3% | $4,628+28.5% | $2,381+149.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,772 | $5,519+258.2% | $9,284+113.0% | $4,887+304.6% |