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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 | $72,223 | $49,249+46.6% | $70,476+2.5% | $79,852-9.6% |
| Participation rate | 84.6% | 69.2%+15.5pp | 75.1%+9.6pp | 69.6%+15.0pp |
| Annual return | 5.54% | 30.09%-24.5pp | 109.12%-103.6pp | 31.72%-26.2pp |
| Employer contribution / active EE | $2,482 | $2,100+18.2% | $2,738-9.3% | $2,471+0.4% |
| Participant deferral / active EE | $4,151 | $2,769+49.9% | $3,710+11.9% | $3,740+11.0% |
| Admin fee / account holder | $361 | $2,878-87.4% | $3,847-90.6% | $5,306-93.2% |