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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 | $79,209+85.8% | $102,434+43.7% | $74,459+97.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 5.88% | 54.98%-49.1pp | 29.46%-23.6pp | 1369.70%-1363.8pp |
| Employer contribution / active EE | $9,999 | $2,362+323.2% | $3,023+230.7% | $2,626+280.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $301 | $2,002-85.0% | $9,462-96.8% | $1,945-84.5% |