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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 | $27,608 | $114,712-75.9% | $173,730-84.1% | $87,485-68.4% |
| Participation rate | 96.0% | 73.0%+23.0pp | 79.6%+16.4pp | 68.9%+27.1pp |
| Annual return | 1.87% | 20.18%-18.3pp | 19.96%-18.1pp | 26.06%-24.2pp |
| Employer contribution / active EE | $4,026 | $2,904+38.7% | $4,577-12.0% | $2,596+55.1% |
| Participant deferral / active EE | $4,399 | $4,642-5.2% | $6,326-30.5% | $4,274+2.9% |
| Admin fee / account holder | $126,756 | $10,210+1141.5% | $17,523+623.3% | $7,775+1530.3% |