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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 | $28,868 | $223,823-87.1% | $211,142-86.3% | $154,746-81.3% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 3.77% | 50.39%-46.6pp | 46.84%-43.1pp | 172.34%-168.6pp |
| Employer contribution / active EE | $2,008 | $6,787-70.4% | $6,442-68.8% | $4,379-54.1% |
| Participant deferral / active EE | $7,280 | $9,750-25.3% | $9,284-21.6% | $6,730+8.2% |
| Admin fee / account holder | $2,378 | $19,707-87.9% | $19,076-87.5% | $14,365-83.4% |