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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 | $63,320 | $71,057-10.9% | $93,654-32.4% | $80,874-21.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.76% | 11.26%-0.5pp | 133.34%-122.6pp | 35.62%-24.9pp |
| Employer contribution / active EE | $5,556 | $1,564+255.2% | $2,421+129.5% | $2,756+101.6% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,597 | $6,944-77.0% | $8,282-80.7% | $6,935-77.0% |