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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 | $12,750 | $62,583-79.6% | $76,767-83.4% | $64,173-80.1% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -10.65% | -1.95%-8.7pp | 2.43%-13.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,509 | $1,832-17.6% | $2,485-39.3% | $2,381-36.6% |
| Participant deferral / active EE | $3,099 | $3,145-1.4% | $3,852-19.5% | $3,470-10.7% |
| Admin fee / account holder | $1,446 | $4,667-69.0% | $6,675-78.3% | $4,887-70.4% |