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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 | $110,743 | $91,474+21.1% | $135,982-18.6% | $71,529+54.8% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.2pp |
| Annual return | 9.65% | 29.89%-20.2pp | 68.32%-58.7pp | 28.97%-19.3pp |
| Employer contribution / active EE | $10,446 | $3,705+181.9% | $4,859+115.0% | $2,590+303.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $348 | $1,267-72.6% | $10,767-96.8% | $1,588-78.1% |