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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,285 | $50,498-59.8% | $75,784-73.2% | $55,191-63.2% |
| Participation rate | 98.4% | 69.4%+29.0pp | 75.8%+22.6pp | 69.2%+29.3pp |
| Annual return | 0.21% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,048 | $2,291-54.2% | $3,323-68.5% | $1,899-44.8% |
| Participant deferral / active EE | $637 | $2,589-75.4% | $3,652-82.6% | $3,046-79.1% |
| Admin fee / account holder | $307 | $123+149.1% | $5,300-94.2% | $91+237.7% |