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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.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,871 | $86,225-56.1% | $146,643-74.2% | $86,821-56.4% |
| Participation rate | 82.7% | 78.0%+4.7pp | 80.1%+2.6pp | 72.3%+10.4pp |
| Annual return | 10.67% | 31.23%-20.6pp | 22.75%-12.1pp | 97.94%-87.3pp |
| Employer contribution / active EE | $2,808 | $2,392+17.4% | $4,137-32.1% | $2,406+16.7% |
| Participant deferral / active EE | $1,986 | $4,245-53.2% | $5,506-63.9% | $4,132-51.9% |
| Admin fee / account holder | $305 | $195+56.3% | $10,280-97.0% | $170+80.1% |