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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 | $9,228 | $71,873-87.2% | $86,698-89.4% | $68,490-86.5% |
| Participation rate | 96.8% | 72.2%+24.6pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -19.70% | 3.54%-23.2pp | 35.96%-55.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,722 | $2,173-20.8% | $2,837-39.3% | $2,597-33.7% |
| Participant deferral / active EE | $3,790 | $3,779+0.3% | $4,656-18.6% | $4,028-5.9% |
| Admin fee / account holder | $335 | $6,110-94.5% | $7,492-95.5% | $5,403-93.8% |