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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 | $15,559 | $86,938-82.1% | $102,423-84.8% | $80,925-80.8% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.3pp |
| Annual return | 8.89% | 18.89%-10.0pp | 29.42%-20.5pp | 35.65%-26.8pp |
| Employer contribution / active EE | $926 | $2,369-60.9% | $3,023-69.4% | $2,756-66.4% |
| Participant deferral / active EE | $2,994 | $4,120-27.3% | $5,054-40.8% | $4,299-30.4% |
| Admin fee / account holder | $1,955 | $8,053-75.7% | $9,455-79.3% | $6,940-71.8% |