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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 | $17,141 | $70,475-75.7% | $100,530-82.9% | $79,858-78.5% |
| Participation rate | 72.4% | 73.7%-1.2pp | 79.4%-7.0pp | 69.6%+2.8pp |
| Annual return | 7.82% | 21.90%-14.1pp | 30.89%-23.1pp | 31.72%-23.9pp |
| Employer contribution / active EE | $2,287 | $2,165+5.7% | $3,418-33.1% | $2,471-7.4% |
| Participant deferral / active EE | $4,286 | $5,181-17.3% | $6,271-31.6% | $3,740+14.6% |
| Admin fee / account holder | $6,211 | $4,478+38.7% | $8,083-23.2% | $5,306+17.1% |