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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 | $19,155 | $73,940-74.1% | $96,496-80.1% | $75,173-74.5% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 0.65% | 26.71%-26.1pp | 35.70%-35.1pp | 160.65%-160.0pp |
| Employer contribution / active EE | $5,323 | $2,929+81.7% | $3,738+42.4% | $2,670+99.3% |
| Participant deferral / active EE | $3,107 | $3,659-15.1% | $4,879-36.3% | $4,126-24.7% |
| Admin fee / account holder | $568 | $5,216-89.1% | $6,731-91.6% | $5,651-89.9% |