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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 | $56,996 | $95,417-40.3% | $135,974-58.1% | $74,460-23.5% |
| Participation rate | 87.6% | 78.2%+9.4pp | 81.9%+5.7pp | 70.7%+16.8pp |
| Annual return | 8.50% | 32.76%-24.3pp | 68.30%-59.8pp | 34.38%-25.9pp |
| Employer contribution / active EE | $4,264 | $3,878+10.0% | $4,859-12.3% | $2,638+61.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $737 | $266+176.7% | $10,767-93.2% | $348+111.8% |