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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 | $24,645 | $85,515-71.2% | $112,040-78.0% | $67,986-63.7% |
| Participation rate | 83.4% | 68.2%+15.2pp | 76.5%+6.9pp | 57.2%+26.2pp |
| Annual return | 12.35% | 29.68%-17.3pp | 24.52%-12.2pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,443 | $2,191-34.2% | $2,954-51.2% | $2,019-28.5% |
| Participant deferral / active EE | $3,613 | $4,014-10.0% | $5,098-29.1% | $3,358+7.6% |
| Admin fee / account holder | $7,881 | $3,774+108.8% | $12,098-34.9% | $3,203+146.0% |