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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 | $81,557-26.0% | $123,973-51.3% | $65,191-7.4% |
| Participation rate | 84.9% | 77.8%+7.1pp | 76.7%+8.2pp | 63.0%+21.9pp |
| Annual return | 11.77% | 11.45%+0.3pp | 388.13%-376.4pp | 51.24%-39.5pp |
| Employer contribution / active EE | $2,056 | $4,637-55.7% | $4,126-50.2% | $2,400-14.3% |
| Participant deferral / active EE | $409 | $2,628-84.4% | $5,247-92.2% | $2,671-84.7% |
| Admin fee / account holder | $348 | $1,040-66.5% | $11,799-97.1% | $907-61.7% |