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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 | $11,110 | $148,623-92.5% | $135,974-91.8% | $139,466-92.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 5.89% | 79.30%-73.4pp | 68.30%-62.4pp | 373.66%-367.8pp |
| Employer contribution / active EE | $1,762 | $5,246-66.4% | $4,859-63.7% | $4,754-62.9% |
| Participant deferral / active EE | $2,962 | $8,103-63.4% | $7,760-61.8% | $6,712-55.9% |
| Admin fee / account holder | $2,586 | $12,406-79.2% | $10,767-76.0% | $11,409-77.3% |