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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 | $86,795-52.3% | $67,681-38.8% | $64,728-36.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 73.7%+26.3pp | 57.9%+42.1pp |
| Annual return | 7.27% | 12.58%-5.3pp | 590.58%-583.3pp | 49.38%-42.1pp |
| Employer contribution / active EE | $4,826 | $2,837+70.1% | $2,678+80.2% | $2,243+115.2% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $424 | $238+78.1% | $6,100-93.0% | $1,145-62.9% |