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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 | $88,137-92.5% | $164,975-96.0% | $74,429-91.1% |
| Participation rate | 98.9% | 73.1%+25.8pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | -168.82% | 17.13%-185.9pp | 70.12%-238.9pp | 1368.38%-1537.2pp |
| Employer contribution / active EE | $10,440 | $2,597+302.0% | $4,343+140.4% | $2,625+297.7% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $26,796 | $2,231+1100.8% | $12,688+111.2% | $1,944+1278.2% |