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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 | $23,187 | $142,972-83.8% | $214,702-89.2% | $86,983-73.3% |
| Participation rate | 70.4% | 84.9%-14.5pp | 87.5%-17.1pp | 69.5%+0.8pp |
| Annual return | -3.43% | 18.49%-21.9pp | 54.55%-58.0pp | 25.83%-29.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,638 | $6,568+1.1% | $9,147-27.4% | $4,194+58.3% |
| Admin fee / account holder | $1,655 | $17,617-90.6% | $19,830-91.7% | $7,856-78.9% |