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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 | $8,578 | $93,598-90.8% | $135,974-93.7% | $75,173-88.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 2.96% | 30.89%-27.9pp | 68.30%-65.3pp | 160.72%-157.8pp |
| Employer contribution / active EE | $1,183 | $3,538-66.6% | $4,859-75.7% | $2,671-55.7% |
| Participant deferral / active EE | $3,763 | $6,405-41.2% | $7,760-51.5% | $4,126-8.8% |
| Admin fee / account holder | $1,141 | $6,978-83.6% | $10,767-89.4% | $5,651-79.8% |