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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 | $22,683 | $60,349-62.4% | $74,184-69.4% | $62,881-63.9% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 2.15% | 21.38%-19.2pp | 17.74%-15.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,479 | $1,680-12.0% | $2,370-37.6% | $2,281-35.2% |
| Participant deferral / active EE | $2,837 | $2,856-0.7% | $3,550-20.1% | $3,203-11.4% |
| Admin fee / account holder | $1,984 | $4,261-53.4% | $5,586-64.5% | $4,296-53.8% |