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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 | $89,744 | $60,989+47.1% | $60,899+47.4% | $66,930+34.1% |
| Participation rate | 89.8% | 74.5%+15.3pp | 73.1%+16.7pp | 69.8%+20.0pp |
| Annual return | -13.70% | -9.60%-4.1pp | 16.92%-30.6pp | 1.57%-15.3pp |
| Employer contribution / active EE | $1,590 | $2,661-40.3% | $2,702-41.2% | $2,545-37.5% |
| Participant deferral / active EE | $1,179 | $3,615-67.4% | $3,817-69.1% | $4,238-72.2% |
| Admin fee / account holder | $473 | $338+39.7% | $3,225-85.3% | $593-20.3% |