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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 | $21,557 | $106,864-79.8% | $147,318-85.4% | $82,637-73.9% |
| Participation rate | 71.6% | 75.5%-3.9pp | 82.1%-10.4pp | 68.1%+3.6pp |
| Annual return | 9.93% | 27.49%-17.6pp | 70.43%-60.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,786 | $3,417-47.7% | $4,593-61.1% | $2,552-30.0% |
| Participant deferral / active EE | $3,446 | $6,496-47.0% | $7,906-56.4% | $4,126-16.5% |
| Admin fee / account holder | $2,446 | $8,415-70.9% | $13,708-82.2% | $7,339-66.7% |