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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 | $16,845 | $67,411-75.0% | $91,004-81.5% | $70,126-76.0% |
| Participation rate | 79.4% | 71.4%+8.0pp | 75.6%+3.8pp | 69.5%+9.9pp |
| Annual return | 11.85% | -40.16%+52.0pp | 4.60%+7.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $704 | $1,786-60.6% | $2,456-71.3% | $2,343-69.9% |
| Participant deferral / active EE | $2,222 | $2,823-21.3% | $3,548-37.4% | $3,332-33.3% |
| Admin fee / account holder | $2,020 | $4,236-52.3% | $5,417-62.7% | $4,645-56.5% |