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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 | $27,938 | $78,428-64.4% | $95,960-70.9% | $79,852-65.0% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 9.35% | 19.37%-10.0pp | 91.63%-82.3pp | 31.72%-22.4pp |
| Employer contribution / active EE | $1,091 | $1,945-43.9% | $2,541-57.1% | $2,471-55.9% |
| Participant deferral / active EE | $1,577 | $3,440-54.1% | $4,167-62.1% | $3,740-57.8% |
| Admin fee / account holder | $5,413 | $5,622-3.7% | $6,797-20.4% | $5,306+2.0% |