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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 | $21,175 | $62,589-66.2% | $76,768-72.4% | $64,173-67.0% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | -11.46% | -1.95%-9.5pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $573 | $1,832-68.7% | $2,485-76.9% | $2,381-75.9% |
| Participant deferral / active EE | $3,582 | $3,145+13.9% | $3,852-7.0% | $3,470+3.3% |
| Admin fee / account holder | $904 | $4,667-80.6% | $6,675-86.5% | $4,887-81.5% |