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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 | $106,864-78.6% | $147,318-84.5% | $82,637-72.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 6.63% | 27.49%-20.9pp | 70.43%-63.8pp | 53.51%-46.9pp |
| Employer contribution / active EE | $1,772 | $3,417-48.1% | $4,593-61.4% | $2,552-30.6% |
| Participant deferral / active EE | $4,300 | $6,496-33.8% | $7,906-45.6% | $4,126+4.2% |
| Admin fee / account holder | $2,950 | $8,415-64.9% | $13,708-78.5% | $7,339-59.8% |