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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 | $13,191 | $106,864-87.7% | $147,318-91.0% | $82,637-84.0% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 10.18% | 27.49%-17.3pp | 70.43%-60.2pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,389 | $3,417-59.3% | $4,593-69.7% | $2,552-45.6% |
| Participant deferral / active EE | $5,361 | $6,496-17.5% | $7,906-32.2% | $4,126+29.9% |
| Admin fee / account holder | $4,437 | $8,415-47.3% | $13,708-67.6% | $7,339-39.5% |