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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 | $18,340 | $165,381-88.9% | $149,730-87.8% | $158,966-88.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 6.84% | 348.29%-341.5pp | 276.70%-269.9pp | 302.95%-296.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,238 | $7,182-13.1% | $6,843-8.8% | $5,983+4.3% |
| Admin fee / account holder | $1,934 | $10,809-82.1% | $9,310-79.2% | $11,250-82.8% |