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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 | $14,131 | $99,994-85.9% | $146,643-90.4% | $85,847-83.5% |
| Participation rate | 96.4% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.1pp |
| Annual return | 5.54% | 18.93%-13.4pp | 22.75%-17.2pp | 318.61%-313.1pp |
| Employer contribution / active EE | $1,615 | $2,559-36.9% | $4,137-61.0% | $2,565-37.0% |
| Participant deferral / active EE | $1,870 | $4,006-53.3% | $5,506-66.0% | $3,952-52.7% |
| Admin fee / account holder | $1,006 | $7,703-86.9% | $10,280-90.2% | $6,261-83.9% |