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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 | $21,465 | $215,361-90.0% | $171,082-87.5% | $273,972-92.2% |
| Participation rate | 76.9% | 82.0%-5.1pp | 76.7%+0.2pp | 83.0%-6.1pp |
| Annual return | 0.56% | 25.14%-24.6pp | 32.56%-32.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,808 | $4,967-63.6% | $4,002-54.8% | $4,869-62.9% |
| Participant deferral / active EE | $2,484 | $5,543-55.2% | $4,797-48.2% | $5,287-53.0% |
| Admin fee / account holder | $2,760 | $10,846-74.5% | $8,520-67.6% | $10,133-72.8% |