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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 | $18,084 | $81,504-77.8% | $102,437-82.3% | $80,959-77.7% |
| Participation rate | 89.7% | 66.9%+22.9pp | 74.5%+15.2pp | 67.7%+22.1pp |
| Annual return | 8.89% | 25.60%-16.7pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,698 | $3,104-45.3% | $3,871-56.1% | $2,757-38.4% |
| Participant deferral / active EE | $4,375 | $3,871+13.0% | $5,060-13.5% | $4,300+1.7% |
| Admin fee / account holder | $3,446 | $6,719-48.7% | $8,388-58.9% | $6,925-50.2% |