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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 | $18,665 | $88,583-78.9% | $88,497-78.9% | $273,972-93.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 2.94% | 5.68%-2.7pp | 7.63%-4.7pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,600 | $4,502-64.5% | $4,036-60.4% | $4,869-67.1% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $583 | $8,980-93.5% | $6,220-90.6% | $10,133-94.2% |