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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 | $7,757 | $117,846-93.4% | $102,434-92.4% | $145,884-94.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 4.02% | 31.90%-27.9pp | 29.46%-25.4pp | 551.85%-547.8pp |
| Employer contribution / active EE | $3,422 | $3,615-5.3% | $3,023+13.2% | $4,662-26.6% |
| Participant deferral / active EE | $6,994 | $5,733+22.0% | $5,055+38.4% | $6,690+4.6% |
| Admin fee / account holder | $3,022 | $13,356-77.4% | $9,462-68.1% | $13,392-77.4% |