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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 | $83,575-50.5% | $66,439-37.7% | $65,191-36.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 63.0%+37.0pp |
| Annual return | 7.27% | 12.38%-5.1pp | 757.66%-750.4pp | 51.24%-44.0pp |
| Employer contribution / active EE | $4,826 | $2,903+66.3% | $2,637+83.0% | $2,400+101.1% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $3,876-100.0% | $2,671-100.0% |
| Admin fee / account holder | $424 | $234+81.3% | $6,173-93.1% | $907-53.2% |