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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 | $36,560 | $114,712-68.1% | $173,730-79.0% | $87,485-58.2% |
| Participation rate | 97.6% | 73.0%+24.6pp | 79.6%+18.0pp | 68.9%+28.7pp |
| Annual return | 11.23% | 20.18%-9.0pp | 19.96%-8.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,674 | $2,904-7.9% | $4,577-41.6% | $2,596+3.0% |
| Participant deferral / active EE | $2,097 | $4,642-54.8% | $6,326-66.8% | $4,274-50.9% |
| Admin fee / account holder | $1,408 | $10,210-86.2% | $17,523-92.0% | $7,775-81.9% |