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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,370 | $77,788-22.4% | $119,126-49.3% | $64,728-6.7% |
| Participation rate | 84.9% | 69.4%+15.5pp | 75.8%+9.1pp | 57.9%+27.0pp |
| Annual return | 11.77% | 13.19%-1.4pp | 282.11%-270.3pp | 49.38%-37.6pp |
| Employer contribution / active EE | $2,056 | $4,031-49.0% | $4,034-49.0% | $2,243-8.3% |
| Participant deferral / active EE | $409 | $2,599-84.3% | $5,318-92.3% | $2,729-85.0% |
| Admin fee / account holder | $348 | $1,365-74.5% | $10,693-96.7% | $1,145-69.6% |