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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 | $5,469 | $190,843-97.1% | $159,981-96.6% | $134,493-95.9% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -27.74% | 552.37%-580.1pp | 408.70%-436.4pp | 418.01%-445.8pp |
| Employer contribution / active EE | $2,478 | $4,993-50.4% | $4,224-41.3% | $4,740-47.7% |
| Participant deferral / active EE | $6,206 | $6,923-10.4% | $6,182+0.4% | $6,400-3.0% |
| Admin fee / account holder | $1,356 | $10,475-87.1% | $8,700-84.4% | $11,425-88.1% |