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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 | $12,826 | $101,672-87.4% | $147,117-91.3% | $74,478-82.8% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | -44.20% | 8757.83%-8802.0pp | 420.54%-464.7pp | 1370.56%-1414.8pp |
| Employer contribution / active EE | $3,767 | $3,813-1.2% | $4,932-23.6% | $2,626+43.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13,471 | $1,753+668.4% | $12,993+3.7% | $1,946+592.3% |