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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 | $12,221 | $201,264-93.9% | $184,185-93.4% | $145,978-91.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 5.14% | 29.00%-23.9pp | 28.81%-23.7pp | 550.52%-545.4pp |
| Employer contribution / active EE | $1,662 | $7,021-76.3% | $6,426-74.1% | $4,662-64.4% |
| Participant deferral / active EE | $3,324 | $9,806-66.1% | $9,132-63.6% | $6,690-50.3% |
| Admin fee / account holder | $30,581 | $16,376+86.7% | $13,909+119.9% | $13,400+128.2% |