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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 | $5,595 | $107,806-94.8% | $90,655-93.8% | $135,382-95.9% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -27.15% | -0.90%-26.2pp | 1.89%-29.0pp | 519.77%-546.9pp |
| Employer contribution / active EE | $1,640 | $3,018-45.7% | $2,532-35.2% | $4,779-65.7% |
| Participant deferral / active EE | $3,209 | $3,872-17.1% | $3,425-6.3% | $5,609-42.8% |
| Admin fee / account holder | $1,815 | $5,931-69.4% | $4,994-63.7% | $10,829-83.2% |