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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 | $21,731 | $87,132-75.1% | $105,624-79.4% | $80,959-73.2% |
| Participation rate | 70.7% | 70.4%+0.2pp | 75.3%-4.6pp | 67.7%+3.0pp |
| Annual return | 8.51% | 17.03%-8.5pp | 116.20%-107.7pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,400 | $2,397-41.6% | $3,168-55.8% | $2,757-49.2% |
| Participant deferral / active EE | $2,462 | $3,985-38.2% | $5,013-50.9% | $4,300-42.8% |
| Admin fee / account holder | $5,230 | $8,449-38.1% | $10,961-52.3% | $6,925-24.5% |