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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 | $17,696 | $65,367-72.9% | $92,915-81.0% | $72,976-75.8% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 11.54% | 42.11%-30.6pp | 109.45%-97.9pp | 81.02%-69.5pp |
| Employer contribution / active EE | $3,230 | $2,594+24.5% | $3,653-11.6% | $2,440+32.4% |
| Participant deferral / active EE | $2,441 | $3,128-22.0% | $4,238-42.4% | $3,608-32.3% |
| Admin fee / account holder | $2,511 | $4,251-40.9% | $5,796-56.7% | $5,124-51.0% |