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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 | $17,262 | $80,992-78.7% | $96,534-82.1% | $75,173-77.0% |
| Participation rate | 86.8% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.6pp |
| Annual return | 9.55% | 27.05%-17.5pp | 25.88%-16.3pp | 160.72%-151.2pp |
| Employer contribution / active EE | $1,179 | $2,283-48.4% | $2,965-60.2% | $2,671-55.9% |
| Participant deferral / active EE | $2,608 | $3,929-33.6% | $4,851-46.2% | $4,126-36.8% |
| Admin fee / account holder | $314 | $6,717-95.3% | $8,253-96.2% | $5,651-94.4% |