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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,302 | $165,399-96.2% | $149,745-95.8% | $158,982-96.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.87% | 348.34%-346.5pp | 276.72%-274.9pp | 302.99%-301.1pp |
| Employer contribution / active EE | $1,155 | $5,105-77.4% | $4,646-75.1% | $4,763-75.8% |
| Participant deferral / active EE | $3,587 | $7,183-50.1% | $6,843-47.6% | $5,983-40.1% |
| Admin fee / account holder | $4,507 | $10,811-58.3% | $9,312-51.6% | $11,252-59.9% |