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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 | $27,785 | $82,032-66.1% | $123,106-77.4% | $59,633-53.4% |
| Participation rate | 95.7% | 83.2%+12.5pp | 86.8%+8.9pp | 68.7%+27.0pp |
| Annual return | -5.21% | 5.12%-10.3pp | 13.22%-18.4pp | 2041.40%-2046.6pp |
| Employer contribution / active EE | $1,561 | $3,297-52.6% | $5,151-69.7% | $2,203-29.1% |
| Participant deferral / active EE | $4,257 | $4,667-8.8% | $6,229-31.7% | $3,192+33.4% |
| Admin fee / account holder | $2,451 | $5,881-58.3% | $9,015-72.8% | $4,297-43.0% |