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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,571 | $66,319-50.9% | $93,621-65.2% | $65,186-50.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | -46.08% | 42.59%-88.7pp | 32.76%-78.8pp | 29.39%-75.5pp |
| Employer contribution / active EE | $3,831 | $2,013+90.3% | $2,719+40.9% | $2,177+76.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $418 | $6,900-93.9% | $7,890-94.7% | $847-50.7% |