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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 | $32,906 | $94,833-65.3% | $75,731-56.5% | $86,821-62.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 25.43% | 16.91%+8.5pp | 104.65%-79.2pp | 97.94%-72.5pp |
| Employer contribution / active EE | $1,901 | $2,904-34.5% | $2,743-30.7% | $2,406-21.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $361 | $109+232.6% | $3,620-90.0% | $170+113.0% |