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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 | $119,159 | $101,591+17.3% | $147,096-19.0% | $74,429+60.1% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 7.50% | 8746.45%-8739.0pp | 419.75%-412.3pp | 1368.38%-1360.9pp |
| Employer contribution / active EE | $10,488 | $3,813+175.1% | $4,936+112.5% | $2,625+299.6% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $416 | $1,750-76.2% | $13,005-96.8% | $1,944-78.6% |