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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 | $17,864 | $93,617-80.9% | $135,982-86.9% | $75,177-76.2% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 11.65% | 30.89%-19.2pp | 68.32%-56.7pp | 160.75%-149.1pp |
| Employer contribution / active EE | $2,655 | $3,538-25.0% | $4,859-45.4% | $2,671-0.6% |
| Participant deferral / active EE | $3,860 | $6,406-39.7% | $7,760-50.3% | $4,126-6.5% |
| Admin fee / account holder | $2,860 | $6,980-59.0% | $10,767-73.4% | $5,651-49.4% |