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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 | $20,862 | $85,766-75.7% | $136,297-84.7% | $70,124-70.2% |
| Participation rate | 96.4% | 74.2%+22.2pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 12.43% | 31.45%-19.0pp | 5156.19%-5143.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,278 | $2,966-23.2% | $4,696-51.5% | $2,342-2.7% |
| Participant deferral / active EE | $4,770 | $5,051-5.6% | $6,247-23.6% | $3,332+43.2% |
| Admin fee / account holder | $1,813 | $5,420-66.6% | $9,244-80.4% | $4,645-61.0% |