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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 | $27,569 | $78,423-64.8% | $95,964-71.3% | $79,856-65.5% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.8pp |
| Annual return | 8.07% | 19.37%-11.3pp | 91.64%-83.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,565 | $1,945-19.6% | $2,541-38.4% | $2,471-36.7% |
| Participant deferral / active EE | $2,968 | $3,440-13.7% | $4,167-28.8% | $3,741-20.7% |
| Admin fee / account holder | $2,476 | $5,622-56.0% | $6,797-63.6% | $5,306-53.3% |