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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 | $82,972-70.1% | $103,374-76.0% | $77,671-68.1% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.2pp | 70.6%+29.2pp |
| Annual return | 32.95% | 19.14%+13.8pp | 24.89%+8.1pp | 31.21%+1.7pp |
| Employer contribution / active EE | $5,420 | $3,554+52.5% | $3,869+40.1% | $2,726+98.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $445 | $639-30.3% | $8,394-94.7% | $430+3.4% |