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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 | $30,477 | $99,994-69.5% | $146,647-79.2% | $85,851-64.5% |
| Participation rate | 71.9% | 73.1%-1.2pp | 80.1%-8.2pp | 69.3%+2.6pp |
| Annual return | 11.04% | 18.93%-7.9pp | 22.75%-11.7pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,593 | $2,559-37.7% | $4,137-61.5% | $2,565-37.9% |
| Participant deferral / active EE | $1,859 | $4,006-53.6% | $5,506-66.2% | $3,952-53.0% |
| Admin fee / account holder | $1,574 | $7,703-79.6% | $10,281-84.7% | $6,261-74.9% |