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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 | $8,962 | $89,259-90.0% | $107,187-91.6% | $82,637-89.2% |
| Participation rate | 90.6% | 67.9%+22.7pp | 75.0%+15.6pp | 68.1%+22.6pp |
| Annual return | 6.76% | 21.02%-14.3pp | 204.55%-197.8pp | 53.51%-46.7pp |
| Employer contribution / active EE | $3,166 | $3,080+2.8% | $3,782-16.3% | $2,552+24.0% |
| Participant deferral / active EE | $4,009 | $4,037-0.7% | $5,096-21.3% | $4,126-2.8% |
| Admin fee / account holder | $1,832 | $7,381-75.2% | $9,162-80.0% | $7,339-75.0% |