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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 | $92,224-34.5% | $105,223-42.6% | $79,634-24.2% |
| Participation rate | 84.9% | 69.2%+15.7pp | 75.0%+9.8pp | 62.5%+22.4pp |
| Annual return | 11.77% | 88.65%-76.9pp | 180.65%-168.9pp | 36.46%-24.7pp |
| Employer contribution / active EE | $2,056 | $3,965-48.1% | $3,689-44.3% | $2,529-18.7% |
| Participant deferral / active EE | $409 | $3,834-89.3% | $5,072-91.9% | $3,835-89.3% |
| Admin fee / account holder | $348 | $1,121-69.0% | $8,859-96.1% | $1,002-65.3% |