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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 | $3,475 | $110,379-96.9% | $102,412-96.6% | $145,884-97.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 0.14% | 24.84%-24.7pp | 24.94%-24.8pp | 551.85%-551.7pp |
| Employer contribution / active EE | $1,167 | $4,216-72.3% | $3,870-69.8% | $4,662-75.0% |
| Participant deferral / active EE | $1,878 | $5,622-66.6% | $5,060-62.9% | $6,690-71.9% |
| Admin fee / account holder | $1,786 | $9,745-81.7% | $8,388-78.7% | $13,392-86.7% |