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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 | $77,523-75.9% | $100,383-81.4% | $80,874-76.9% |
| Participation rate | 92.3% | 77.0%+15.4pp | 81.5%+10.8pp | 67.6%+24.7pp |
| Annual return | 6.42% | 37.21%-30.8pp | 49.26%-42.8pp | 35.62%-29.2pp |
| Employer contribution / active EE | $1,983 | $2,801-29.2% | $3,944-49.7% | $2,756-28.0% |
| Participant deferral / active EE | $3,945 | $6,822-42.2% | $8,086-51.2% | $4,297-8.2% |
| Admin fee / account holder | $4,027 | $5,899-31.7% | $7,900-49.0% | $6,935-41.9% |