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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 | $42,754 | $123,478-65.4% | $216,567-80.3% | $94,015-54.5% |
| Participation rate | 96.8% | 75.1%+21.7pp | 81.6%+15.1pp | 70.8%+26.0pp |
| Annual return | 8.08% | 23.61%-15.5pp | 12.94%-4.9pp | 17.84%-9.8pp |
| Employer contribution / active EE | $2,633 | $3,136-16.0% | $5,216-49.5% | $2,790-5.6% |
| Participant deferral / active EE | $2,959 | $4,556-35.0% | $6,191-52.2% | $4,249-30.4% |
| Admin fee / account holder | $5,592 | $12,753-56.1% | $21,981-74.6% | $8,951-37.5% |