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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 | $20,382 | $62,586-67.4% | $76,766-73.4% | $64,181-68.2% |
| Participation rate | 77.5% | 72.8%+4.7pp | 77.0%+0.5pp | 69.6%+7.9pp |
| Annual return | -8.00% | -1.95%-6.1pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,468 | $1,832-19.9% | $2,485-40.9% | $2,381-38.3% |
| Participant deferral / active EE | $2,796 | $3,145-11.1% | $3,851-27.4% | $3,470-19.4% |
| Admin fee / account holder | $635 | $4,667-86.4% | $6,675-90.5% | $4,887-87.0% |