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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 | $100,194-41.6% | $122,979-52.4% | $86,983-32.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 5.06% | 16.47%-11.4pp | 20.12%-15.1pp | 25.83%-20.8pp |
| Employer contribution / active EE | $1,553 | $2,326-33.2% | $3,062-49.3% | $2,584-39.9% |
| Participant deferral / active EE | $1,808 | $4,133-56.2% | $5,003-63.9% | $4,194-56.9% |
| Admin fee / account holder | $482 | $10,148-95.2% | $12,864-96.2% | $7,856-93.9% |