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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 | $19,919 | $209,336-90.5% | $197,124-89.9% | $137,256-85.5% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 7.88% | 48.09%-40.2pp | 44.34%-36.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,717 | $6,591-73.9% | $6,227-72.4% | $4,156-58.7% |
| Participant deferral / active EE | $4,073 | $9,614-57.6% | $9,135-55.4% | $6,407-36.4% |
| Admin fee / account holder | $5,521 | $17,308-68.1% | $16,298-66.1% | $12,270-55.0% |