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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 | $46,361 | $155,795-70.2% | $136,298-66.0% | $69,631-33.4% |
| Participation rate | 99.5% | 75.2%+24.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | -10.75% | 232464.33%-232475.1pp | 5156.27%-5167.0pp | 27571.02%-27581.8pp |
| Employer contribution / active EE | $4,048 | $2,991+35.3% | $4,696-13.8% | $2,032+99.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1,737 | $128+1254.4% | $9,244-81.2% | $110+1472.8% |