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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 | $24,850 | $76,371-67.5% | $93,621-73.5% | $72,976-65.9% |
| Participation rate | 88.2% | 71.8%+16.5pp | 75.8%+12.4pp | 69.5%+18.7pp |
| Annual return | 8.05% | 25.82%-17.8pp | 32.76%-24.7pp | 81.02%-73.0pp |
| Employer contribution / active EE | $1,651 | $2,276-27.4% | $2,719-39.3% | $2,440-32.3% |
| Participant deferral / active EE | $3,404 | $3,538-3.8% | $4,070-16.4% | $3,608-5.6% |
| Admin fee / account holder | $4,191 | $6,839-38.7% | $7,890-46.9% | $5,124-18.2% |