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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 | $11,820 | $81,870-85.6% | $119,608-90.1% | $68,495-82.7% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -20.11% | -23.82%+3.7pp | -14.98%-5.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,113 | $2,692-21.5% | $4,232-50.1% | $2,596-18.6% |
| Participant deferral / active EE | $3,189 | $4,148-23.1% | $5,601-43.1% | $4,028-20.8% |
| Admin fee / account holder | $859 | $6,583-87.0% | $10,326-91.7% | $5,403-84.1% |