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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,600 | $72,177-56.2% | $115,038-72.5% | $59,633-47.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -5.20% | 12.02%-17.2pp | 26.14%-31.3pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $5,191 | $2,841+82.7% | $4,608+12.7% | $2,203+135.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $567 | $4,927-88.5% | $8,175-93.1% | $4,297-86.8% |