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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 | $11,062 | $73,955-85.0% | $96,520-88.5% | $75,181-85.3% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 13.14% | 26.72%-13.6pp | 35.72%-22.6pp | 160.69%-147.5pp |
| Employer contribution / active EE | $965 | $2,930-67.1% | $3,739-74.2% | $2,671-63.9% |
| Participant deferral / active EE | $2,784 | $3,659-23.9% | $4,879-42.9% | $4,126-32.5% |
| Admin fee / account holder | $1,252 | $5,217-76.0% | $6,733-81.4% | $5,650-77.8% |