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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 | $13,361 | $124,425-89.3% | $112,040-88.1% | $137,256-90.3% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 8.97% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,358 | $3,411-60.2% | $2,954-54.0% | $4,156-67.3% |
| Participant deferral / active EE | $3,221 | $5,718-43.7% | $5,098-36.8% | $6,407-49.7% |
| Admin fee / account holder | $307 | $15,207-98.0% | $12,098-97.5% | $12,270-97.5% |