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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 | $17,373 | $71,878-75.8% | $86,698-80.0% | $68,486-74.6% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -25.89% | 3.53%-29.4pp | 35.95%-61.8pp | -7.85%-18.0pp |
| Employer contribution / active EE | $3,761 | $2,173+73.0% | $2,837+32.6% | $2,597+44.8% |
| Participant deferral / active EE | $6,163 | $3,779+63.1% | $4,656+32.4% | $4,028+53.0% |
| Admin fee / account holder | $349 | $6,113-94.3% | $7,493-95.3% | $5,404-93.5% |