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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 | $6,597 | $88,087-92.5% | $164,866-96.0% | $74,546-91.2% |
| Participation rate | 98.9% | 73.1%+25.8pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | -168.82% | 17.27%-186.1pp | 69.97%-238.8pp | 1366.03%-1534.9pp |
| Employer contribution / active EE | $10,440 | $2,595+302.2% | $4,343+140.4% | $2,624+297.8% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $26,796 | $2,232+1100.7% | $12,689+111.2% | $1,944+1278.7% |