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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 | $20,094 | $81,504-75.3% | $102,437-80.4% | $80,959-75.2% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 4.46% | 25.60%-21.1pp | 24.95%-20.5pp | 35.67%-31.2pp |
| Employer contribution / active EE | $1,310 | $3,104-57.8% | $3,871-66.2% | $2,757-52.5% |
| Participant deferral / active EE | $2,332 | $3,871-39.8% | $5,060-53.9% | $4,300-45.8% |
| Admin fee / account holder | $1,232 | $6,719-81.7% | $8,388-85.3% | $6,925-82.2% |