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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 | $12,066 | $81,870-85.3% | $119,634-89.9% | $68,490-82.4% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -23.07% | -23.82%+0.8pp | -14.98%-8.1pp | -7.85%-15.2pp |
| Employer contribution / active EE | $2,702 | $2,692+0.4% | $4,232-36.2% | $2,597+4.1% |
| Participant deferral / active EE | $6,368 | $4,148+53.5% | $5,601+13.7% | $4,028+58.1% |
| Admin fee / account holder | $2,794 | $6,583-57.6% | $10,329-72.9% | $5,403-48.3% |