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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 | $24,944 | $95,453-73.9% | $112,040-77.7% | $82,448-69.7% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 12.07% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,161 | $2,318-49.9% | $2,954-60.7% | $2,551-54.5% |
| Participant deferral / active EE | $3,347 | $4,224-20.8% | $5,098-34.3% | $4,139-19.1% |
| Admin fee / account holder | $3,140 | $9,013-65.2% | $12,098-74.0% | $7,234-56.6% |