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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 | $18,503 | $140,592-86.8% | $123,106-85.0% | $125,388-85.2% |
| Participation rate | 92.3% | 88.2%+4.1pp | 86.8%+5.5pp | 83.2%+9.1pp |
| Annual return | -3.67% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,156 | $6,041-47.8% | $5,151-38.7% | $4,866-35.1% |
| Participant deferral / active EE | $5,745 | $6,980-17.7% | $6,229-7.8% | $5,352+7.3% |
| Admin fee / account holder | $1,418 | $11,198-87.3% | $9,015-84.3% | $9,541-85.1% |