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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 | $42,227 | $101,672-58.5% | $147,117-71.3% | $74,478-43.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 9.56% | 8757.83%-8748.3pp | 420.54%-411.0pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $3,274 | $3,813-14.1% | $4,932-33.6% | $2,626+24.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,434 | $1,753-18.2% | $12,993-89.0% | $1,946-26.3% |