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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 | $18,542 | $106,749-82.6% | $145,433-87.3% | $82,448-77.5% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 8.92% | 27.59%-18.7pp | 66.58%-57.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $3,196 | $3,444-7.2% | $4,554-29.8% | $2,551+25.3% |
| Participant deferral / active EE | $5,555 | $6,519-14.8% | $7,897-29.7% | $4,139+34.2% |
| Admin fee / account holder | $1,539 | $8,390-81.7% | $13,129-88.3% | $7,234-78.7% |