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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 | $20,477 | $78,423-73.9% | $95,964-78.7% | $79,856-74.4% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.3pp |
| Annual return | -2.30% | 19.37%-21.7pp | 91.64%-93.9pp | 31.71%-34.0pp |
| Employer contribution / active EE | $1,202 | $1,945-38.2% | $2,541-52.7% | $2,471-51.3% |
| Participant deferral / active EE | $3,206 | $3,440-6.8% | $4,167-23.0% | $3,741-14.3% |
| Admin fee / account holder | $358 | $5,622-93.6% | $6,797-94.7% | $5,306-93.2% |