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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 | $147,169 | $79,181+85.9% | $102,423+43.7% | $74,429+97.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 5.88% | 54.97%-49.1pp | 29.42%-23.5pp | 1368.38%-1362.5pp |
| Employer contribution / active EE | $9,999 | $2,362+323.4% | $3,023+230.8% | $2,625+280.9% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $301 | $2,002-85.0% | $9,455-96.8% | $1,944-84.5% |