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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 | $22,759 | $106,524-78.6% | $152,301-85.1% | $87,485-74.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 13.04% | 26.89%-13.8pp | 80.50%-67.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,167 | $3,371-35.7% | $4,624-53.1% | $2,596-16.5% |
| Participant deferral / active EE | $2,625 | $6,525-59.8% | $8,004-67.2% | $4,274-38.6% |
| Admin fee / account holder | $1,713 | $8,287-79.3% | $14,398-88.1% | $7,775-78.0% |