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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 | $101,591-58.4% | $147,096-71.3% | $74,429-43.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 9.56% | 8746.45%-8736.9pp | 419.75%-410.2pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $3,274 | $3,813-14.1% | $4,936-33.7% | $2,625+24.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,434 | $1,750-18.1% | $13,005-89.0% | $1,944-26.2% |