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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 | $15,027 | $81,870-81.6% | $119,634-87.4% | $68,490-78.1% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.7pp | 67.9%+8.7pp |
| Annual return | -21.42% | -23.82%+2.4pp | -14.98%-6.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,067 | $2,692-23.2% | $4,232-51.2% | $2,597-20.4% |
| Participant deferral / active EE | $3,713 | $4,148-10.5% | $5,601-33.7% | $4,028-7.8% |
| Admin fee / account holder | $328 | $6,583-95.0% | $10,329-96.8% | $5,403-93.9% |