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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 | $7,072 | $172,111-95.9% | $150,298-95.3% | $137,256-94.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 6.30% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,308 | $4,636-71.8% | $4,154-68.5% | $4,156-68.5% |
| Participant deferral / active EE | $6,490 | $6,166+5.3% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $11,650 | $16,471-29.3% | $14,116-17.5% | $12,270-5.1% |