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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 | $18,604 | $178,174-89.6% | $156,181-88.1% | $137,256-86.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 9.93% | 84.19%-74.3pp | 64.87%-54.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,034 | $4,972-59.1% | $4,294-52.6% | $4,156-51.1% |
| Participant deferral / active EE | $4,194 | $6,888-39.1% | $6,132-31.6% | $6,407-34.5% |
| Admin fee / account holder | $2,741 | $17,404-84.3% | $14,586-81.2% | $12,270-77.7% |