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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 | $22,902 | $106,749-78.5% | $145,433-84.3% | $82,448-72.2% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 6.63% | 27.59%-21.0pp | 66.58%-59.9pp | 41.64%-35.0pp |
| Employer contribution / active EE | $1,772 | $3,444-48.6% | $4,554-61.1% | $2,551-30.5% |
| Participant deferral / active EE | $4,300 | $6,519-34.0% | $7,897-45.6% | $4,139+3.9% |
| Admin fee / account holder | $2,950 | $8,390-64.8% | $13,129-77.5% | $7,234-59.2% |