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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 | $16,635 | $89,370-81.4% | $141,197-88.2% | $72,976-77.2% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.5%+0.5pp | 69.5%+13.5pp |
| Annual return | 18.08% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $2,524 | $3,115-19.0% | $4,736-46.7% | $2,440+3.5% |
| Participant deferral / active EE | $3,516 | $5,419-35.1% | $6,710-47.6% | $3,608-2.5% |
| Admin fee / account holder | $5,031 | $5,957-15.5% | $10,265-51.0% | $5,124-1.8% |