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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,439 | $55,449-16.2% | $83,831-44.6% | $56,289-17.5% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | 13.40% | -1.38%+14.8pp | 850.99%-837.6pp | -9.96%+23.4pp |
| Employer contribution / active EE | $3,367 | $2,430+38.5% | $3,631-7.3% | $2,111+59.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $338 | $656-48.5% | $5,479-93.8% | $521-35.2% |