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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,983 | $78,682+20.7% | $109,188-13.0% | $85,851+10.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.60% | 25.09%-14.5pp | 25.76%-15.2pp | 318.63%-308.0pp |
| Employer contribution / active EE | $4,816 | $2,734+76.2% | $3,723+29.4% | $2,565+87.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,083 | $5,470-61.9% | $6,755-69.2% | $6,261-66.7% |