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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,579 | $77,817-36.3% | $123,553-59.9% | $64,173-22.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.62% | 12.49%-15.1pp | 119.21%-121.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $6,042 | $3,014+100.5% | $4,628+30.5% | $2,381+153.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $714 | $5,519-87.1% | $9,284-92.3% | $4,887-85.4% |