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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 | $26,640 | $105,284-74.7% | $150,734-82.3% | $94,015-71.7% |
| Participation rate | 96.9% | 71.7%+25.1pp | 78.4%+18.4pp | 70.8%+26.1pp |
| Annual return | 7.58% | 15.67%-8.1pp | 600.81%-593.2pp | 17.84%-10.3pp |
| Employer contribution / active EE | $3,555 | $3,599-1.2% | $4,918-27.7% | $2,790+27.4% |
| Participant deferral / active EE | $5,302 | $4,274+24.1% | $5,610-5.5% | $4,249+24.8% |
| Admin fee / account holder | $882 | $9,839-91.0% | $14,905-94.1% | $8,951-90.1% |