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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 | $20,076 | $86,919-76.9% | $102,457-80.4% | $80,911-75.2% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 6.10% | 18.90%-12.8pp | 29.41%-23.3pp | 35.63%-29.5pp |
| Employer contribution / active EE | $1,118 | $2,368-52.8% | $3,022-63.0% | $2,756-59.4% |
| Participant deferral / active EE | $1,890 | $4,119-54.1% | $5,054-62.6% | $4,297-56.0% |
| Admin fee / account holder | $1,690 | $8,049-79.0% | $9,451-82.1% | $6,935-75.6% |