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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.
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 | $97,651 | $63,924+52.8% | $108,582-10.1% | $55,167+77.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 4.23% | 15.31%-11.1pp | -51.70%+55.9pp | 169.23%-165.0pp |
| Employer contribution / active EE | $10,731 | $1,879+471.1% | $3,758+185.5% | $1,963+446.8% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $377 | $618-39.0% | $7,645-95.1% | $504-25.3% |