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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 | $24,740 | $86,919-71.5% | $102,457-75.9% | $80,911-69.4% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.6pp |
| Annual return | 10.23% | 18.90%-8.7pp | 29.41%-19.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $2,499 | $2,368+5.5% | $3,022-17.3% | $2,756-9.3% |
| Participant deferral / active EE | $3,720 | $4,119-9.7% | $5,054-26.4% | $4,297-13.4% |
| Admin fee / account holder | $3,042 | $8,049-62.2% | $9,451-67.8% | $6,935-56.1% |