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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 | $13,723 | $56,894-75.9% | $84,753-83.8% | $62,881-78.2% |
| Participation rate | 73.3% | 68.5%+4.8pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 2.67% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,550 | $2,400-35.4% | $3,574-56.6% | $2,281-32.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,957 | $3,581-17.4% | $5,333-44.6% | $4,296-31.2% |