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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 | $108,555 | $101,653+6.8% | $147,080-26.2% | $74,459+45.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.14% | 8754.98%-8742.8pp | 420.17%-408.0pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $2,143 | $3,813-43.8% | $4,933-56.6% | $2,626-18.4% |
| Participant deferral / active EE | $2,898 | $7,304-60.3% | $8,066-64.1% | $4,350-33.4% |
| Admin fee / account holder | $594 | $1,752-66.1% | $12,989-95.4% | $1,945-69.4% |