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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $165,279 | $60,139+174.8% | $90,461+82.7% | $79,856+107.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.6pp |
| Annual return | 9.40% | 71.96%-62.6pp | 1294.76%-1285.4pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,989 | $2,069+92.8% | $3,264+22.2% | $2,471+61.4% |
| Participant deferral / active EE | $7,915 | $2,939+169.3% | $3,964+99.7% | $3,741+111.6% |
| Admin fee / account holder | $430 | $3,978-89.2% | $5,617-92.3% | $5,306-91.9% |