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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,409 | $84,045-50.7% | $77,361-46.5% | $69,255-40.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.0%+25.0pp | 69.0%+31.0pp |
| Annual return | 7.27% | 12.46%-5.2pp | 1011.54%-1004.3pp | 26.73%-19.5pp |
| Employer contribution / active EE | $4,826 | $2,954+63.4% | $2,990+61.4% | $2,645+82.5% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $424 | $239+77.5% | $5,894-92.8% | $733-42.1% |