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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 | $104,098-72.8% | $140,514-79.9% | $94,015-69.9% |
| Participation rate | 92.3% | 73.7%+18.6pp | 77.8%+14.5pp | 70.8%+21.5pp |
| Annual return | 6.55% | 15.14%-8.6pp | 14.36%-7.8pp | 17.84%-11.3pp |
| Employer contribution / active EE | $945 | $2,388-60.4% | $3,378-72.0% | $2,790-66.1% |
| Participant deferral / active EE | $2,934 | $4,033-27.2% | $4,919-40.3% | $4,249-30.9% |
| Admin fee / account holder | $3,124 | $10,439-70.1% | $13,697-77.2% | $8,951-65.1% |