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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 | $18,473 | $71,873-74.3% | $86,698-78.7% | $68,490-73.0% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -20.28% | 3.54%-23.8pp | 35.96%-56.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,674 | $2,173-23.0% | $2,837-41.0% | $2,597-35.5% |
| Participant deferral / active EE | $3,211 | $3,779-15.0% | $4,656-31.0% | $4,028-20.3% |
| Admin fee / account holder | $1,213 | $6,110-80.2% | $7,492-83.8% | $5,403-77.6% |