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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 | $31,349 | $95,542-67.2% | $69,483-54.9% | $67,582-53.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 1.76% | 17.67%-15.9pp | 28.99%-27.2pp | 378.57%-376.8pp |
| Employer contribution / active EE | $2,017 | $2,989-32.5% | $2,780-27.5% | $2,148-6.1% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,539-100.0% |
| Admin fee / account holder | $368 | $90+309.9% | $3,841-90.4% | $142+158.8% |