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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 | $102,370 | $65,582+56.1% | $64,101+59.7% | $71,511+43.2% |
| Participation rate | 90.4% | 73.2%+17.2pp | 72.3%+18.1pp | 67.9%+22.5pp |
| Annual return | 15.51% | 18.96%-3.5pp | 33.72%-18.2pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,251 | $2,671-53.2% | $2,749-54.5% | $2,589-51.7% |
| Participant deferral / active EE | $958 | $3,628-73.6% | $3,881-75.3% | $4,291-77.7% |
| Admin fee / account holder | $425 | $616-31.1% | $3,070-86.2% | $1,588-73.3% |