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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 | $21,113 | $147,167-85.7% | $111,392-81.0% | $135,380-84.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 78.9%-3.9pp | 82.6%-7.6pp |
| Annual return | -10.35% | -4.44%-5.9pp | -2.06%-8.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $3,275 | $5,204-37.1% | $4,328-24.3% | $4,779-31.5% |
| Participant deferral / active EE | $5,005 | $6,565-23.8% | $5,567-10.1% | $5,609-10.8% |
| Admin fee / account holder | $6,172 | $20,270-69.6% | $12,266-49.7% | $10,828-43.0% |