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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 | $16,428 | $78,428-79.1% | $95,960-82.9% | $79,852-79.4% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 8.38% | 19.37%-11.0pp | 91.63%-83.3pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,593 | $3,440-53.7% | $4,167-61.8% | $3,740-57.4% |
| Admin fee / account holder | $6,156 | $5,622+9.5% | $6,797-9.4% | $5,306+16.0% |