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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 | $20,954 | $217,432-90.4% | $185,849-88.7% | $167,536-87.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 6.90% | 148.42%-141.5pp | 122.10%-115.2pp | 478.82%-471.9pp |
| Employer contribution / active EE | $5,031 | $5,875-14.4% | $5,169-2.7% | $4,839+4.0% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $1,296 | $19,818-93.5% | $16,244-92.0% | $12,315-89.5% |