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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 | $14,906 | $60,349-75.3% | $74,184-79.9% | $62,881-76.3% |
| Participation rate | 87.2% | 72.7%+14.5pp | 76.6%+10.6pp | 69.3%+17.9pp |
| Annual return | 4.53% | 21.38%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,571 | $2,856-45.0% | $3,550-55.7% | $3,203-50.9% |
| Admin fee / account holder | $5,468 | $4,261+28.3% | $5,586-2.1% | $4,296+27.3% |