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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 | $28,447 | $197,603-85.6% | $177,827-84.0% | $158,950-82.1% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 4.61% | 58.76%-54.1pp | 48.32%-43.7pp | 302.91%-298.3pp |
| Employer contribution / active EE | $2,382 | $6,698-64.4% | $5,918-59.8% | $4,762-50.0% |
| Participant deferral / active EE | $4,393 | $8,404-47.7% | $7,713-43.0% | $5,983-26.6% |
| Admin fee / account holder | $17,836 | $15,402+15.8% | $12,429+43.5% | $11,248+58.6% |