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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 | $97,550-71.0% | $120,344-76.5% | $87,485-67.7% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 6.55% | 18.41%-11.9pp | 20.30%-13.8pp | 26.06%-19.5pp |
| Employer contribution / active EE | $945 | $2,291-58.7% | $3,020-68.7% | $2,596-63.6% |
| Participant deferral / active EE | $2,934 | $4,230-30.6% | $5,135-42.9% | $4,274-31.3% |
| Admin fee / account holder | $3,124 | $9,543-67.3% | $12,742-75.5% | $7,775-59.8% |