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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 | $20,576 | $212,386-90.3% | $199,883-89.7% | $138,895-85.2% |
| Participation rate | 94.7% | 87.4%+7.4pp | 86.8%+8.0pp | 79.9%+14.8pp |
| Annual return | 8.28% | 47.75%-39.5pp | 43.81%-35.5pp | 145.39%-137.1pp |
| Employer contribution / active EE | $2,097 | $6,625-68.4% | $6,261-66.5% | $4,194-50.0% |
| Participant deferral / active EE | $4,234 | $9,617-56.0% | $9,138-53.7% | $6,396-33.8% |
| Admin fee / account holder | $796 | $18,233-95.6% | $17,268-95.4% | $12,562-93.7% |