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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 | $20,345 | $60,349-66.3% | $74,184-72.6% | $62,881-67.6% |
| Participation rate | 89.5% | 72.7%+16.7pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 4.12% | 21.38%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,881 | $1,680+71.5% | $2,370+21.6% | $2,281+26.3% |
| Participant deferral / active EE | $4,022 | $2,856+40.8% | $3,550+13.3% | $3,203+25.6% |
| Admin fee / account holder | $3,364 | $4,261-21.1% | $5,586-39.8% | $4,296-21.7% |