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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 | $21,726 | $76,371-71.6% | $93,621-76.8% | $72,976-70.2% |
| Participation rate | 70.0% | 71.8%-1.8pp | 75.8%-5.8pp | 69.5%+0.5pp |
| Annual return | 15.73% | 25.82%-10.1pp | 32.76%-17.0pp | 81.02%-65.3pp |
| Employer contribution / active EE | $995 | $2,276-56.3% | $2,719-63.4% | $2,440-59.2% |
| Participant deferral / active EE | $1,462 | $3,538-58.7% | $4,070-64.1% | $3,608-59.5% |
| Admin fee / account holder | $5,558 | $6,839-18.7% | $7,890-29.6% | $5,124+8.5% |