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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 | $17,972 | $82,674-78.3% | $125,381-85.7% | $68,486-73.8% |
| Participation rate | 82.8% | 75.1%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -20.17% | -5.97%-14.2pp | 572.31%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,341 | $3,382-30.8% | $4,815-51.4% | $2,597-9.9% |
| Participant deferral / active EE | $5,329 | $6,111-12.8% | $7,448-28.4% | $4,028+32.3% |
| Admin fee / account holder | $2,325 | $6,277-63.0% | $10,007-76.8% | $5,404-57.0% |