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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 | $13,190 | $50,958-74.1% | $74,552-82.3% | $64,181-79.4% |
| Participation rate | 70.9% | 61.1%+9.9pp | 69.1%+1.8pp | 69.6%+1.3pp |
| Annual return | -18.66% | -1.86%-16.8pp | 32.53%-51.2pp | 7.63%-26.3pp |
| Employer contribution / active EE | $2,224 | $1,115+99.4% | $1,961+13.4% | $2,381-6.6% |
| Participant deferral / active EE | $3,695 | $2,301+60.6% | $3,108+18.9% | $3,470+6.5% |
| Admin fee / account holder | $1,072 | $4,223-74.6% | $5,060-78.8% | $4,887-78.1% |