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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 | $18,701 | $77,460-75.9% | $100,378-81.4% | $80,925-76.9% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.7%+24.6pp |
| Annual return | 6.42% | 37.24%-30.8pp | 49.41%-43.0pp | 35.65%-29.2pp |
| Employer contribution / active EE | $1,983 | $2,801-29.2% | $3,942-49.7% | $2,756-28.1% |
| Participant deferral / active EE | $3,945 | $6,818-42.1% | $8,087-51.2% | $4,299-8.2% |
| Admin fee / account holder | $4,027 | $5,887-31.6% | $7,899-49.0% | $6,940-42.0% |