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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 | $13,138 | $79,894-83.6% | $135,792-90.3% | $82,637-84.1% |
| Participation rate | 87.1% | 63.0%+24.1pp | 72.6%+14.5pp | 68.1%+19.0pp |
| Annual return | 4.66% | 17.20%-12.5pp | 25.96%-21.3pp | 53.51%-48.8pp |
| Employer contribution / active EE | $2,063 | $2,165-4.7% | $3,496-41.0% | $2,552-19.2% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $450 | $6,434-93.0% | $12,266-96.3% | $7,339-93.9% |