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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $721 | $80,992-99.1% | $96,534-99.3% | $75,173-99.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -304.82% | 27.05%-331.9pp | 25.88%-330.7pp | 160.72%-465.5pp |
| Employer contribution / active EE | $5,370 | $2,283+135.3% | $2,965+81.1% | $2,671+101.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,865 | $6,717-72.2% | $8,253-77.4% | $5,651-67.0% |