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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,739 | $101,795-30.5% | $165,100-57.2% | $80,959-12.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.30% | 16.73%-8.4pp | 70.21%-61.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $3,666 | $2,954+24.1% | $4,348-15.7% | $2,757+33.0% |
| Participant deferral / active EE | $14,407 | $4,476+221.9% | $6,035+138.7% | $4,300+235.0% |
| Admin fee / account holder | $6,636 | $8,221-19.3% | $12,696-47.7% | $6,925-4.2% |