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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 | $22,760 | $106,749-78.7% | $145,433-84.4% | $82,448-72.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 14.00% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,089 | $3,444-39.4% | $4,554-54.1% | $2,551-18.1% |
| Participant deferral / active EE | $4,379 | $6,519-32.8% | $7,897-44.6% | $4,139+5.8% |
| Admin fee / account holder | $1,198 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |