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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 | $159,024 | $78,607+102.3% | $105,624+50.6% | $74,478+113.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 10.86% | 15.96%-5.1pp | 116.20%-105.3pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $6,667 | $2,523+164.2% | $3,168+110.5% | $2,626+153.8% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $962 | $2,220-56.6% | $10,961-91.2% | $1,946-50.5% |