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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 | $5,947 | $110,379-94.6% | $102,412-94.2% | $145,884-95.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 8.23% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,665 | $4,216-60.5% | $3,870-57.0% | $4,662-64.3% |
| Participant deferral / active EE | $2,865 | $5,622-49.0% | $5,060-43.4% | $6,690-57.2% |
| Admin fee / account holder | $1,065 | $9,745-89.1% | $8,388-87.3% | $13,392-92.0% |