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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 | $124,271 | $83,884+48.1% | $64,097+93.9% | $74,473+66.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 0.14% | 16.57%-16.4pp | 33.75%-33.6pp | 34.36%-34.2pp |
| Employer contribution / active EE | $1,183 | $3,084-61.6% | $2,750-57.0% | $2,638-55.2% |
| Participant deferral / active EE | $2,878 | $3,692-22.0% | $3,881-25.8% | $4,530-36.5% |
| Admin fee / account holder | $458 | $196+133.8% | $3,070-85.1% | $347+32.1% |