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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 | $38,742 | $65,582-40.9% | $64,097-39.6% | $71,529-45.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 9.73% | 18.96%-9.2pp | 33.75%-24.0pp | 28.97%-19.2pp |
| Employer contribution / active EE | $2,791 | $2,671+4.5% | $2,750+1.5% | $2,590+7.8% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $477 | $616-22.7% | $3,070-84.5% | $1,588-70.0% |