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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,430 | $154,228-43.3% | $145,433-39.9% | $137,256-36.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 2.68% | 74.59%-71.9pp | 66.58%-63.9pp | 220.34%-217.7pp |
| Employer contribution / active EE | $2,894 | $4,804-39.8% | $4,554-36.5% | $4,156-30.4% |
| Participant deferral / active EE | $3,201 | $8,216-61.0% | $7,897-59.5% | $6,407-50.0% |
| Admin fee / account holder | $16,668 | $14,344+16.2% | $13,129+27.0% | $12,270+35.8% |