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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 | $24,007 | $91,559-73.8% | $133,959-82.1% | $79,858-69.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.61% | 61.85%-53.2pp | 45.09%-36.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $2,084 | $2,384-12.6% | $3,919-46.8% | $2,471-15.7% |
| Participant deferral / active EE | $2,401 | $3,734-35.7% | $5,047-52.4% | $3,740-35.8% |
| Admin fee / account holder | $2,687 | $6,321-57.5% | $8,928-69.9% | $5,306-49.4% |