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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 | $58,559 | $39,132+49.6% | $57,196+2.4% | $62,881-6.9% |
| Participation rate | 98.3% | 70.5%+27.8pp | 75.3%+22.9pp | 69.3%+29.0pp |
| Annual return | 0.52% | 9.24%-8.7pp | 14.59%-14.1pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,163 | $1,874+15.4% | $2,683-19.4% | $2,281-5.2% |
| Participant deferral / active EE | $5,016 | $2,374+111.3% | $3,096+62.0% | $3,203+56.6% |
| Admin fee / account holder | $382 | $2,594-85.3% | $3,141-87.8% | $4,296-91.1% |