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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,723 | $176,786-84.3% | $146,643-81.1% | $167,536-83.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.79% | 24.04%-21.2pp | 22.75%-20.0pp | 478.82%-476.0pp |
| Employer contribution / active EE | $4,076 | $5,161-21.0% | $4,137-1.5% | $4,839-15.8% |
| Participant deferral / active EE | $5,712 | $6,440-11.3% | $5,506+3.7% | $6,342-9.9% |
| Admin fee / account holder | $2,917 | $13,262-78.0% | $10,280-71.6% | $12,315-76.3% |