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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 | $24,852 | $108,825-77.2% | $156,181-84.1% | $82,448-69.9% |
| Participation rate | 97.4% | 72.4%+25.1pp | 78.8%+18.6pp | 68.1%+29.4pp |
| Annual return | 8.66% | 20.59%-11.9pp | 64.87%-56.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $11,573 | $2,870+303.3% | $4,294+169.5% | $2,551+353.7% |
| Participant deferral / active EE | $4,351 | $4,577-4.9% | $6,132-29.0% | $4,139+5.1% |
| Admin fee / account holder | $3,170 | $9,341-66.1% | $14,586-78.3% | $7,234-56.2% |