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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 | $21,675 | $71,873-69.8% | $86,698-75.0% | $68,490-68.4% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -22.77% | 3.54%-26.3pp | 35.96%-58.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $2,634 | $2,173+21.2% | $2,837-7.1% | $2,597+1.5% |
| Participant deferral / active EE | $3,689 | $3,779-2.4% | $4,656-20.8% | $4,028-8.4% |
| Admin fee / account holder | $645 | $6,110-89.4% | $7,492-91.4% | $5,403-88.1% |