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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 | $14,310 | $175,257-91.8% | $149,717-90.4% | $139,456-89.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.04% | 166.70%-164.7pp | 134.41%-132.4pp | 373.45%-371.4pp |
| Employer contribution / active EE | $2,910 | $5,477-46.9% | $4,820-39.6% | $4,753-38.8% |
| Participant deferral / active EE | $6,075 | $6,521-6.8% | $5,682+6.9% | $6,711-9.5% |
| Admin fee / account holder | $1,522 | $16,156-90.6% | $13,213-88.5% | $11,407-86.7% |