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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 | $9,555 | $138,075-93.1% | $123,552-92.3% | $135,379-92.9% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -13.46% | 153.70%-167.2pp | 119.20%-132.7pp | 519.79%-533.2pp |
| Employer contribution / active EE | $4,113 | $5,152-20.2% | $4,628-11.1% | $4,779-13.9% |
| Participant deferral / active EE | $6,933 | $6,800+2.0% | $6,426+7.9% | $5,609+23.6% |
| Admin fee / account holder | $2,046 | $10,917-81.3% | $9,285-78.0% | $10,828-81.1% |