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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 | $123,412 | $103,966+18.7% | $112,923+9.3% | $75,177+64.2% |
| Participation rate | 90.7% | 75.7%+15.0pp | 80.5%+10.2pp | 67.2%+23.5pp |
| Annual return | 10.69% | 24.54%-13.8pp | 34.13%-23.4pp | 160.75%-150.1pp |
| Employer contribution / active EE | $2,792 | $3,870-27.9% | $4,570-38.9% | $2,671+4.5% |
| Participant deferral / active EE | $4,439 | $5,456-18.6% | $6,520-31.9% | $4,126+7.6% |
| Admin fee / account holder | $394 | $7,663-94.9% | $7,046-94.4% | $5,651-93.0% |