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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 | $21,287 | $101,752-79.1% | $164,928-87.1% | $80,911-73.7% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 7.27% | 16.73%-9.5pp | 70.08%-62.8pp | 35.63%-28.4pp |
| Employer contribution / active EE | $1,979 | $2,953-33.0% | $4,343-54.4% | $2,756-28.2% |
| Participant deferral / active EE | $4,192 | $4,477-6.4% | $6,034-30.5% | $4,297-2.5% |
| Admin fee / account holder | $2,243 | $8,218-72.7% | $12,684-82.3% | $6,935-67.7% |