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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 | $20,277 | $67,606-70.0% | $82,313-75.4% | $70,124-71.1% |
| Participation rate | 94.5% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.0pp |
| Annual return | 9.72% | 21.57%-11.8pp | 25.88%-16.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $948 | $1,755-46.0% | $2,428-61.0% | $2,342-59.5% |
| Participant deferral / active EE | $2,728 | $2,987-8.7% | $3,706-26.4% | $3,332-18.1% |
| Admin fee / account holder | $1,926 | $4,512-57.3% | $5,608-65.7% | $4,645-58.5% |