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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 | $23,757 | $86,949-72.7% | $102,460-76.8% | $80,959-70.7% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 9.44% | 18.89%-9.5pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,905 | $2,370-19.6% | $3,025-37.0% | $2,757-30.9% |
| Participant deferral / active EE | $5,258 | $4,121+27.6% | $5,056+4.0% | $4,300+22.3% |
| Admin fee / account holder | $816 | $8,048-89.9% | $9,460-91.4% | $6,925-88.2% |