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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 | $13,933 | $56,894-75.5% | $84,753-83.6% | $62,881-77.8% |
| Participation rate | 78.7% | 68.5%+10.1pp | 76.6%+2.1pp | 69.3%+9.3pp |
| Annual return | 2.71% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.4pp |
| Employer contribution / active EE | $3,879 | $2,400+61.7% | $3,574+8.5% | $2,281+70.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,078 | $3,581-14.1% | $5,333-42.3% | $4,296-28.4% |