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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 | $19,710 | $80,992-75.7% | $96,534-79.6% | $75,173-73.8% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 11.84% | 27.05%-15.2pp | 25.88%-14.0pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,357 | $2,283-40.6% | $2,965-54.2% | $2,671-49.2% |
| Participant deferral / active EE | $4,347 | $3,929+10.6% | $4,851-10.4% | $4,126+5.3% |
| Admin fee / account holder | $3,169 | $6,717-52.8% | $8,253-61.6% | $5,651-43.9% |