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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 | $20,898 | $62,589-66.6% | $76,768-72.8% | $64,173-67.4% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -11.36% | -1.95%-9.4pp | 2.43%-13.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,989 | $1,832+8.6% | $2,485-20.0% | $2,381-16.5% |
| Participant deferral / active EE | $5,072 | $3,145+61.3% | $3,852+31.7% | $3,470+46.2% |
| Admin fee / account holder | $744 | $4,667-84.1% | $6,675-88.8% | $4,887-84.8% |