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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 | $21,161 | $114,712-81.6% | $173,730-87.8% | $87,485-75.8% |
| Participation rate | 96.7% | 73.0%+23.7pp | 79.6%+17.1pp | 68.9%+27.8pp |
| Annual return | 11.42% | 20.18%-8.8pp | 19.96%-8.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,748 | $2,904-39.8% | $4,577-61.8% | $2,596-32.7% |
| Participant deferral / active EE | $3,675 | $4,642-20.8% | $6,326-41.9% | $4,274-14.0% |
| Admin fee / account holder | $4,178 | $10,210-59.1% | $17,523-76.2% | $7,775-46.3% |