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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 | $16,533 | $72,273-77.1% | $101,275-83.7% | $79,856-79.3% |
| Participation rate | 81.1% | 68.5%+12.7pp | 75.8%+5.3pp | 69.6%+11.5pp |
| Annual return | 2.58% | 22.30%-19.7pp | 46.48%-43.9pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,678 | $2,691-0.5% | $3,660-26.8% | $2,471+8.4% |
| Participant deferral / active EE | $1,497 | $3,282-54.4% | $4,371-65.8% | $3,741-60.0% |
| Admin fee / account holder | $1,938 | $4,401-56.0% | $5,948-67.4% | $5,306-63.5% |