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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 | $129,968 | $74,024+75.6% | $78,002+66.6% | $57,658+125.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 4.66% | 12.14%-7.5pp | 425.99%-421.3pp | 5.13%-0.5pp |
| Employer contribution / active EE | $15,772 | $2,365+566.8% | $2,470+538.5% | $1,974+699.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $988 | $93+960.5% | $5,481-82.0% | $95+945.6% |