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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 | $29,174 | $95,404-69.4% | $113,397-74.3% | $82,637-64.7% |
| Participation rate | 82.8% | 72.8%+9.9pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 11.85% | 19.08%-7.2pp | 23.20%-11.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,199 | $2,307-4.7% | $2,977-26.1% | $2,552-13.8% |
| Participant deferral / active EE | $3,662 | $4,220-13.2% | $5,076-27.9% | $4,126-11.3% |
| Admin fee / account holder | $4,391 | $9,168-52.1% | $11,957-63.3% | $7,339-40.2% |