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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 | $11,817 | $95,453-87.6% | $112,040-89.5% | $82,448-85.7% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 10.56% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,462 | $2,318-36.9% | $2,954-50.5% | $2,551-42.7% |
| Participant deferral / active EE | $5,049 | $4,224+19.5% | $5,098-1.0% | $4,139+22.0% |
| Admin fee / account holder | $18,419 | $9,013+104.4% | $12,098+52.3% | $7,234+154.6% |