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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 | $22,292 | $86,949-74.4% | $102,460-78.2% | $80,959-72.5% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 9.44% | 18.89%-9.5pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,517 | $2,370-36.0% | $3,025-49.8% | $2,757-45.0% |
| Participant deferral / active EE | $3,453 | $4,121-16.2% | $5,056-31.7% | $4,300-19.7% |
| Admin fee / account holder | $1,505 | $8,048-81.3% | $9,460-84.1% | $6,925-78.3% |