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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 | $16,019 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 90.5% | 88.4%+2.1pp | 84.0%+6.5pp | 83.0%+7.5pp |
| Annual return | -2.07% | 30.74%-32.8pp | 32.23%-34.3pp | 41.46%-43.5pp |
| Employer contribution / active EE | $1,705 | $6,248-72.7% | $5,501-69.0% | $4,869-65.0% |
| Participant deferral / active EE | $1,986 | $5,550-64.2% | $4,871-59.2% | $5,287-62.4% |
| Admin fee / account holder | $630 | $15,560-95.9% | $13,028-95.2% | $10,133-93.8% |