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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 | $20,250 | $95,453-78.8% | $112,040-81.9% | $82,448-75.4% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 11.23% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $883 | $2,318-61.9% | $2,954-70.1% | $2,551-65.4% |
| Participant deferral / active EE | $2,192 | $4,224-48.1% | $5,098-57.0% | $4,139-47.0% |
| Admin fee / account holder | $2,131 | $9,013-76.4% | $12,098-82.4% | $7,234-70.5% |