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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 | $23,515 | $66,319-64.5% | $93,621-74.9% | $65,186-63.9% |
| Participation rate | 79.4% | 74.0%+5.4pp | 75.8%+3.6pp | 70.2%+9.2pp |
| Annual return | 17.72% | 42.59%-24.9pp | 32.76%-15.0pp | 29.39%-11.7pp |
| Employer contribution / active EE | $1,860 | $2,013-7.6% | $2,719-31.6% | $2,177-14.6% |
| Participant deferral / active EE | $1,621 | $3,343-51.5% | $4,070-60.2% | $3,514-53.9% |
| Admin fee / account holder | $6,827 | $6,900-1.1% | $7,890-13.5% | $847+705.7% |