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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 | $15,130 | $56,054-73.0% | $171,082-91.2% | $62,881-75.9% |
| Participation rate | 72.0% | 62.9%+9.1pp | 76.7%-4.7pp | 69.3%+2.7pp |
| Annual return | 4.42% | 22.52%-18.1pp | 32.56%-28.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,051 | $1,731-39.3% | $4,002-73.7% | $2,281-53.9% |
| Participant deferral / active EE | $1,426 | $3,158-54.8% | $4,797-70.3% | $3,203-55.5% |
| Admin fee / account holder | $10,934 | $3,647+199.8% | $8,520+28.3% | $4,296+154.5% |