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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 | $21,069 | $79,955-73.6% | $98,461-78.6% | $75,173-72.0% |
| Participation rate | 98.3% | 70.4%+28.0pp | 75.2%+23.2pp | 67.2%+31.1pp |
| Annual return | 12.18% | 19.75%-7.6pp | 21.17%-9.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $2,046 | $2,264-9.6% | $3,049-32.9% | $2,671-23.4% |
| Participant deferral / active EE | $2,495 | $3,752-33.5% | $4,738-47.3% | $4,126-39.5% |
| Admin fee / account holder | $1,144 | $6,841-83.3% | $8,961-87.2% | $5,651-79.7% |