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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 | $17,563 | $71,878-75.6% | $86,698-79.7% | $68,486-74.4% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -18.82% | 3.53%-22.3pp | 35.95%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,497 | $2,173+14.9% | $2,837-12.0% | $2,597-3.8% |
| Participant deferral / active EE | $4,478 | $3,779+18.5% | $4,656-3.8% | $4,028+11.2% |
| Admin fee / account holder | $619 | $6,113-89.9% | $7,493-91.7% | $5,404-88.5% |