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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 | $123,793 | $62,324+98.6% | $68,509+80.7% | $55,191+124.3% |
| Participation rate | 99.7% | 78.9%+20.8pp | 74.7%+24.9pp | 69.2%+30.5pp |
| Annual return | -1.44% | 4.26%-5.7pp | 8.27%-9.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $16,450 | $2,223+640.1% | $2,278+622.2% | $1,899+766.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1,062 | $91+1062.0% | $5,275-79.9% | $91+1069.6% |