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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 | $15,830 | $80,992-80.5% | $96,534-83.6% | $75,173-78.9% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | 8.56% | 27.05%-18.5pp | 25.88%-17.3pp | 160.72%-152.2pp |
| Employer contribution / active EE | $1,645 | $2,283-28.0% | $2,965-44.5% | $2,671-38.4% |
| Participant deferral / active EE | $4,094 | $3,929+4.2% | $4,851-15.6% | $4,126-0.8% |
| Admin fee / account holder | $1,434 | $6,717-78.6% | $8,253-82.6% | $5,651-74.6% |