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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 | $9,309 | $91,198-89.8% | $178,503-94.8% | $79,856-88.3% |
| Participation rate | 72.9% | 69.2%+3.7pp | 81.9%-9.0pp | 69.6%+3.3pp |
| Annual return | 4.09% | 24.20%-20.1pp | 151.12%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $4,085 | $3,257+25.4% | $5,011-18.5% | $2,471+65.3% |
| Participant deferral / active EE | $1,145 | $3,237-64.6% | $5,202-78.0% | $3,741-69.4% |
| Admin fee / account holder | $1,350 | $6,748-80.0% | $13,987-90.4% | $5,306-74.6% |