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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 | $17,378 | $85,766-79.7% | $136,298-87.3% | $70,126-75.2% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 11.91% | 31.46%-19.5pp | 5156.27%-5144.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,283 | $2,966-23.0% | $4,696-51.4% | $2,343-2.5% |
| Participant deferral / active EE | $3,032 | $5,051-40.0% | $6,247-51.5% | $3,332-9.0% |
| Admin fee / account holder | $3,748 | $5,421-30.9% | $9,244-59.5% | $4,645-19.3% |