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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 | $114,844 | $136,307-15.7% | $177,840-35.4% | $73,493+56.3% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.7%+11.8pp | 70.7%+28.8pp |
| Annual return | 0.88% | 18.68%-17.8pp | 48.32%-47.4pp | 28.51%-27.6pp |
| Employer contribution / active EE | $4,863 | $3,712+31.0% | $5,919-17.8% | $2,270+114.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $304 | $596-49.0% | $12,431-97.6% | $513-40.8% |