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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 | $101,653-87.4% | $147,080-91.3% | $74,459-82.8% |
| Participation rate | 99.5% | 75.6%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | -44.20% | 8754.98%-8799.2pp | 420.17%-464.4pp | 1369.70%-1413.9pp |
| Employer contribution / active EE | $3,767 | $3,813-1.2% | $4,933-23.6% | $2,626+43.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13,471 | $1,752+669.1% | $12,989+3.7% | $1,945+592.7% |