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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 | $65,934 | $54,368+21.3% | $117,039-43.7% | $62,293+5.8% |
| Participation rate | 99.4% | 64.9%+34.5pp | 77.2%+22.2pp | 69.5%+29.9pp |
| Annual return | 9.36% | 21.77%-12.4pp | 18.95%-9.6pp | 28.90%-19.5pp |
| Employer contribution / active EE | $3,464 | $1,692+104.8% | $3,785-8.5% | $2,042+69.6% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $539 | $493+9.2% | $5,974-91.0% | $479+12.4% |