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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 | $100,954 | $62,166+62.4% | $81,286+24.2% | $74,429+35.6% |
| Participation rate | 96.5% | 64.1%+32.4pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 10.75% | 16.50%-5.7pp | 24.80%-14.0pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $4,332 | $1,881+130.3% | $2,463+75.9% | $2,625+65.1% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,160 | $1,925-39.7% | $5,764-79.9% | $1,944-40.4% |