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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 | $86,940-70.9% | $102,434-75.3% | $80,935-68.7% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | -0.62% | 18.89%-19.5pp | 29.46%-30.1pp | 35.66%-36.3pp |
| Employer contribution / active EE | $3,907 | $2,370+64.9% | $3,023+29.2% | $2,757+41.7% |
| Participant deferral / active EE | $2,964 | $4,121-28.1% | $5,055-41.4% | $4,299-31.1% |
| Admin fee / account holder | $4,166 | $8,047-48.2% | $9,462-56.0% | $6,924-39.8% |