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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,520 | $97,550-40.0% | $120,344-51.4% | $87,485-33.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 5.06% | 18.41%-13.4pp | 20.30%-15.2pp | 26.06%-21.0pp |
| Employer contribution / active EE | $1,553 | $2,291-32.2% | $3,020-48.6% | $2,596-40.2% |
| Participant deferral / active EE | $1,808 | $4,230-57.2% | $5,135-64.8% | $4,274-57.7% |
| Admin fee / account holder | $482 | $9,543-94.9% | $12,742-96.2% | $7,775-93.8% |