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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 | $14,707 | $58,828-75.0% | $78,002-81.1% | $62,881-76.6% |
| Participation rate | 75.5% | 71.1%+4.5pp | 75.5%0pp | 69.3%+6.2pp |
| Annual return | 4.54% | 17.16%-12.6pp | 425.99%-421.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,671 | $1,6720% | $2,470-32.4% | $2,281-26.7% |
| Participant deferral / active EE | $3,631 | $2,686+35.2% | $3,497+3.8% | $3,203+13.4% |
| Admin fee / account holder | $2,008 | $4,393-54.3% | $5,481-63.4% | $4,296-53.2% |