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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,561 | $69,511-25.8% | $94,672-45.5% | $71,529-27.9% |
| Participation rate | 95.7% | 78.4%+17.3pp | 80.8%+14.9pp | 67.9%+27.8pp |
| Annual return | -14.45% | 29.67%-44.1pp | 156.89%-171.3pp | 28.97%-43.4pp |
| Employer contribution / active EE | $15,151 | $2,853+431.0% | $3,673+312.5% | $2,590+485.0% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $765 | $1,211-36.8% | $7,222-89.4% | $1,588-51.8% |