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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 | $22,220 | $86,891-74.4% | $142,516-84.4% | $75,173-70.4% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.8%+5.0pp | 67.2%+14.6pp |
| Annual return | 12.43% | 23.31%-10.9pp | 19.99%-7.6pp | 160.72%-148.3pp |
| Employer contribution / active EE | $2,317 | $3,355-31.0% | $4,849-52.2% | $2,671-13.3% |
| Participant deferral / active EE | $2,636 | $4,938-46.6% | $6,280-58.0% | $4,126-36.1% |
| Admin fee / account holder | $6,162 | $7,299-15.6% | $10,008-38.4% | $5,651+9.1% |