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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 | $78,562+102.4% | $105,608+50.6% | $74,429+113.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 10.86% | 15.94%-5.1pp | 116.50%-105.6pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $6,667 | $2,521+164.4% | $3,167+110.5% | $2,625+154.0% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $962 | $2,217-56.6% | $11,028-91.3% | $1,944-50.5% |