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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,550 | $65,453-27.4% | $86,691-45.1% | $66,930-29.0% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -17.54% | -10.89%-6.6pp | 35.94%-53.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,832 | $2,154-14.9% | $2,837-35.4% | $2,545-28.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $477 | $642-25.7% | $7,492-93.6% | $593-19.7% |