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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 | $21,022 | $91,559-77.0% | $133,978-84.3% | $79,856-73.7% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 8.07% | 61.85%-53.8pp | 45.10%-37.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,316 | $2,384-44.8% | $3,919-66.4% | $2,471-46.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,247 | $6,321+62.1% | $8,930+14.7% | $5,306+93.1% |