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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 | $18,214 | $62,589-70.9% | $76,768-76.3% | $64,173-71.6% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | -8.63% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,870 | $1,832+2.1% | $2,485-24.7% | $2,381-21.4% |
| Participant deferral / active EE | $3,551 | $3,145+12.9% | $3,852-7.8% | $3,470+2.4% |
| Admin fee / account holder | $1,760 | $4,667-62.3% | $6,675-73.6% | $4,887-64.0% |