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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 | $125,209 | $71,192+75.9% | $117,861+6.2% | $62,293+101.0% |
| Participation rate | 76.9% | 74.2%+2.6pp | 79.7%-2.8pp | 69.5%+7.3pp |
| Annual return | 7.92% | 18.66%-10.7pp | 335.11%-327.2pp | 28.90%-21.0pp |
| Employer contribution / active EE | $9,158 | $1,934+373.6% | $3,786+141.9% | $2,042+348.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $400 | $587-31.9% | $8,021-95.0% | $479-16.6% |