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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 | $28,303 | $108,825-74.0% | $156,181-81.9% | $82,448-65.7% |
| Participation rate | 93.9% | 72.4%+21.5pp | 78.8%+15.0pp | 68.1%+25.8pp |
| Annual return | 11.17% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,452 | $2,870+55.1% | $4,294+3.7% | $2,551+74.5% |
| Participant deferral / active EE | $4,140 | $4,577-9.5% | $6,132-32.5% | $4,1390% |
| Admin fee / account holder | $1,670 | $9,341-82.1% | $14,586-88.6% | $7,234-76.9% |