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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 | $46,218 | $98,776-53.2% | $149,745-69.1% | $79,856-42.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -3.30% | 27.38%-30.7pp | 276.72%-280.0pp | 31.71%-35.0pp |
| Employer contribution / active EE | $6,526 | $3,217+102.8% | $4,646+40.5% | $2,471+164.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,041 | $6,053-82.8% | $9,312-88.8% | $5,306-80.4% |