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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 | $23,073 | $87,733-73.7% | $106,555-78.3% | $85,847-73.1% |
| Participation rate | 74.3% | 71.9%+2.4pp | 76.1%-1.8pp | 69.3%+5.0pp |
| Annual return | 7.23% | 21.86%-14.6pp | 26.80%-19.6pp | 318.61%-311.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,717 | $3,469-50.5% | $4,399-61.0% | $3,952-56.6% |
| Admin fee / account holder | $777 | $6,767-88.5% | $7,408-89.5% | $6,261-87.6% |