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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 | $101,716 | $155,795-34.7% | $136,297-25.4% | $69,631+46.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 6.04% | 232464.33%-232458.3pp | 5156.16%-5150.1pp | 27571.02%-27565.0pp |
| Employer contribution / active EE | $5,307 | $2,991+77.4% | $4,696+13.0% | $2,032+161.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $396 | $128+209.1% | $9,244-95.7% | $110+259.0% |