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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 | $18,130 | $73,988-75.5% | $96,538-81.2% | $75,177-75.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 12.98% | 26.73%-13.7pp | 35.74%-22.8pp | 160.75%-147.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,887 | $3,660-21.1% | $4,880-40.9% | $4,126-30.0% |
| Admin fee / account holder | $4,187 | $5,220-19.8% | $6,737-37.9% | $5,651-25.9% |