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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 | $25,323 | $86,922-70.9% | $102,438-75.3% | $80,874-68.7% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+24.9pp |
| Annual return | -0.62% | 18.90%-19.5pp | 29.37%-30.0pp | 35.62%-36.2pp |
| Employer contribution / active EE | $3,907 | $2,369+64.9% | $3,024+29.2% | $2,756+41.8% |
| Participant deferral / active EE | $2,964 | $4,119-28.0% | $5,054-41.4% | $4,297-31.0% |
| Admin fee / account holder | $4,166 | $8,050-48.2% | $9,448-55.9% | $6,935-39.9% |