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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 | $119,847 | $74,706+60.4% | $75,717+58.3% | $79,393+51.0% |
| Participation rate | 90.5% | 75.3%+15.1pp | 74.8%+15.6pp | 70.7%+19.8pp |
| Annual return | 13.77% | 18.52%-4.7pp | 104.58%-90.8pp | 116.87%-103.1pp |
| Employer contribution / active EE | $1,574 | $2,590-39.2% | $2,743-42.6% | $2,428-35.2% |
| Participant deferral / active EE | $1,388 | $3,533-60.7% | $3,821-63.7% | $4,046-65.7% |
| Admin fee / account holder | $643 | $374+71.6% | $3,619-82.2% | $627+2.6% |