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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 | $38,815 | $138,393-72.0% | $184,256-78.9% | $80,959-52.1% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.7%+30.7pp |
| Annual return | 8.51% | 20.01%-11.5pp | 28.85%-20.3pp | 35.67%-27.2pp |
| Employer contribution / active EE | $2,627 | $4,847-45.8% | $6,427-59.1% | $2,757-4.7% |
| Participant deferral / active EE | $4,002 | $7,076-43.4% | $9,133-56.2% | $4,300-6.9% |
| Admin fee / account holder | $4,598 | $10,489-56.2% | $13,899-66.9% | $6,925-33.6% |