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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 | $5,248 | $106,236-95.1% | $96,496-94.6% | $139,427-96.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 9.46% | 38.43%-29.0pp | 35.70%-26.2pp | 373.27%-363.8pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $5,547 | $5,455+1.7% | $4,879+13.7% | $6,711-17.3% |
| Admin fee / account holder | $389 | $7,879-95.1% | $6,731-94.2% | $11,404-96.6% |