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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 | $21,055 | $81,476-74.2% | $102,383-79.4% | $80,925-74.0% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 10.00% | 25.59%-15.6pp | 24.94%-14.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,746 | $3,105-43.7% | $3,870-54.9% | $2,756-36.6% |
| Participant deferral / active EE | $3,185 | $3,871-17.7% | $5,060-37.0% | $4,299-25.9% |
| Admin fee / account holder | $535 | $6,717-92.0% | $8,391-93.6% | $6,940-92.3% |