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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 | $16,170 | $71,208-77.3% | $93,681-82.7% | $80,911-80.0% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 9.35% | 11.27%-1.9pp | 133.47%-124.1pp | 35.63%-26.3pp |
| Employer contribution / active EE | $1,635 | $1,564+4.5% | $2,422-32.5% | $2,756-40.7% |
| Participant deferral / active EE | $3,267 | $4,035-19.0% | $4,415-26.0% | $4,297-24.0% |
| Admin fee / account holder | $2,459 | $6,951-64.6% | $8,290-70.3% | $6,935-64.5% |