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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 | $28,284 | $95,453-70.4% | $112,040-74.8% | $82,448-65.7% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 6.55% | 23.92%-17.4pp | 24.52%-18.0pp | 41.64%-35.1pp |
| Employer contribution / active EE | $945 | $2,318-59.2% | $2,954-68.0% | $2,551-63.0% |
| Participant deferral / active EE | $2,934 | $4,224-30.5% | $5,098-42.4% | $4,139-29.1% |
| Admin fee / account holder | $3,124 | $9,013-65.3% | $12,098-74.2% | $7,234-56.8% |