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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 | $16,339 | $81,504-80.0% | $102,437-84.1% | $80,959-79.8% |
| Participation rate | 82.3% | 66.9%+15.4pp | 74.5%+7.7pp | 67.7%+14.6pp |
| Annual return | 9.70% | 25.60%-15.9pp | 24.95%-15.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,711 | $3,104-44.9% | $3,871-55.8% | $2,757-37.9% |
| Participant deferral / active EE | $2,883 | $3,871-25.5% | $5,060-43.0% | $4,300-33.0% |
| Admin fee / account holder | $1,385 | $6,719-79.4% | $8,388-83.5% | $6,925-80.0% |