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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 | $71,868 | $110,483-35.0% | $145,433-50.6% | $79,634-9.8% |
| Participation rate | 84.3% | 71.1%+13.2pp | 82.1%+2.2pp | 62.5%+21.8pp |
| Annual return | 11.16% | 24.62%-13.5pp | 66.58%-55.4pp | 36.46%-25.3pp |
| Employer contribution / active EE | $3,857 | $4,053-4.8% | $4,554-15.3% | $2,529+52.5% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $895 | $680+31.6% | $13,129-93.2% | $1,002-10.6% |