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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 | $27,214 | $97,648-72.1% | $121,663-77.6% | $87,485-68.9% |
| Participation rate | 94.4% | 70.5%+24.0pp | 74.5%+20.0pp | 68.9%+25.5pp |
| Annual return | 10.49% | 18.03%-7.5pp | 147.54%-137.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $3,611 | $2,300+57.0% | $3,020+19.6% | $2,596+39.1% |
| Participant deferral / active EE | $5,070 | $3,923+29.2% | $4,887+3.7% | $4,274+18.6% |
| Admin fee / account holder | $7,876 | $11,100-29.0% | $14,289-44.9% | $7,775+1.3% |