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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 | $12,258 | $76,367-83.9% | $93,614-86.9% | $72,983-83.2% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 12.75% | 25.82%-13.1pp | 32.76%-20.0pp | 81.01%-68.3pp |
| Employer contribution / active EE | $1,018 | $2,275-55.3% | $2,718-62.6% | $2,440-58.3% |
| Participant deferral / active EE | $4,015 | $3,538+13.5% | $4,069-1.3% | $3,608+11.3% |
| Admin fee / account holder | $1,128 | $6,838-83.5% | $7,889-85.7% | $5,124-78.0% |