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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 | $30,152 | $95,404-68.4% | $113,397-73.4% | $82,637-63.5% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 12.03% | 19.08%-7.1pp | 23.20%-11.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $2,120 | $2,307-8.1% | $2,977-28.8% | $2,552-16.9% |
| Participant deferral / active EE | $3,420 | $4,220-19.0% | $5,076-32.6% | $4,126-17.1% |
| Admin fee / account holder | $4,656 | $9,168-49.2% | $11,957-61.1% | $7,339-36.6% |