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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 | $13,546 | $215,361-93.7% | $171,082-92.1% | $273,972-95.1% |
| Participation rate | 70.6% | 82.0%-11.4pp | 76.7%-6.1pp | 83.0%-12.4pp |
| Annual return | 0.80% | 25.14%-24.3pp | 32.56%-31.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,853 | $4,967-62.7% | $4,002-53.7% | $4,869-61.9% |
| Participant deferral / active EE | $2,286 | $5,543-58.8% | $4,797-52.4% | $5,287-56.8% |
| Admin fee / account holder | $1,824 | $10,846-83.2% | $8,520-78.6% | $10,133-82.0% |