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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 | $173,757 | $80,753+115.2% | $136,298+27.5% | $62,293+178.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.15% | 35.83%-23.7pp | 5156.27%-5144.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $9,093 | $2,884+215.3% | $4,696+93.6% | $2,042+345.2% |
| Participant deferral / active EE | $8,102 | $5,164+56.9% | $6,247+29.7% | $3,169+155.7% |
| Admin fee / account holder | $314 | $525-40.3% | $9,244-96.6% | $479-34.5% |