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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.
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 | $77,380 | $45,087+71.6% | $69,483+11.4% | $72,976+6.0% |
| Participation rate | 90.7% | 68.5%+22.3pp | 74.6%+16.1pp | 69.5%+21.3pp |
| Annual return | 2.17% | 22.67%-20.5pp | 28.99%-26.8pp | 81.02%-78.8pp |
| Employer contribution / active EE | $5,002 | $2,055+143.4% | $2,780+80.0% | $2,440+105.0% |
| Participant deferral / active EE | $2,665 | $2,603+2.4% | $3,537-24.7% | $3,608-26.1% |
| Admin fee / account holder | $401 | $3,057-86.9% | $3,841-89.6% | $5,124-92.2% |