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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 | $17,315 | $64,729-73.3% | $112,263-84.6% | $68,490-74.7% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -19.67% | -11.40%-8.3pp | 27.49%-47.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,777 | $2,746-35.3% | $3,636-51.1% | $2,597-31.6% |
| Participant deferral / active EE | $2,480 | $3,566-30.5% | $4,729-47.6% | $4,028-38.4% |
| Admin fee / account holder | $2,848 | $5,222-45.5% | $6,410-55.6% | $5,403-47.3% |