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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,990 | $27,826+370.7% | $65,583+99.7% | $71,529+83.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 65.0%+35.0pp | 67.9%+32.1pp |
| Annual return | -66.37% | 41.56%-107.9pp | 47.46%-113.8pp | 28.97%-95.3pp |
| Employer contribution / active EE | $83,767 | $1,405+5862.1% | $1,692+4849.5% | $2,590+3134.5% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $129,332 | $3,850+3259.7% | $4,112+3045.6% | $1,588+8041.8% |