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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,784 | $82,979-70.1% | $102,383-75.8% | $77,714-68.1% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.2pp | 70.6%+29.2pp |
| Annual return | 32.95% | 19.11%+13.8pp | 24.94%+8.0pp | 31.26%+1.7pp |
| Employer contribution / active EE | $5,420 | $3,554+52.5% | $3,870+40.0% | $2,727+98.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $445 | $639-30.3% | $8,391-94.7% | $433+2.7% |