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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 | $18,677 | $138,072-86.5% | $123,549-84.9% | $135,382-86.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -14.13% | 153.69%-167.8pp | 119.20%-133.3pp | 519.77%-533.9pp |
| Employer contribution / active EE | $2,613 | $5,152-49.3% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $5,492 | $6,799-19.2% | $6,426-14.5% | $5,609-2.1% |
| Admin fee / account holder | $1,964 | $10,917-82.0% | $9,284-78.8% | $10,829-81.9% |