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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,992 | $154,228+16.1% | $145,433+23.1% | $137,256+30.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 3.53% | 74.59%-71.1pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $17,020 | $4,804+254.3% | $4,554+273.7% | $4,156+309.5% |
| Participant deferral / active EE | $3,690 | $8,216-55.1% | $7,897-53.3% | $6,407-42.4% |
| Admin fee / account holder | $14,702 | $14,344+2.5% | $13,129+12.0% | $12,270+19.8% |