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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 | $95,404-73.9% | $113,397-78.0% | $82,637-69.8% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 12.07% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,161 | $2,307-49.7% | $2,977-61.0% | $2,552-54.5% |
| Participant deferral / active EE | $3,347 | $4,220-20.7% | $5,076-34.1% | $4,126-18.9% |
| Admin fee / account holder | $3,140 | $9,168-65.8% | $11,957-73.7% | $7,339-57.2% |