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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 | $8,481 | $124,425-93.2% | $112,040-92.4% | $137,256-93.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 7.65% | 24.72%-17.1pp | 24.52%-16.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,483 | $3,411-56.5% | $2,954-49.8% | $4,156-64.3% |
| Participant deferral / active EE | $2,223 | $5,718-61.1% | $5,098-56.4% | $6,407-65.3% |
| Admin fee / account holder | $4,930 | $15,207-67.6% | $12,098-59.2% | $12,270-59.8% |