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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 | $17,360 | $90,590-80.8% | $90,782-80.9% | $135,379-87.2% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | -9.95% | -3.40%-6.6pp | -3.42%-6.5pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,616 | $4,352-39.9% | $4,105-36.3% | $4,779-45.3% |
| Participant deferral / active EE | $4,833 | $5,407-10.6% | $5,366-9.9% | $5,609-13.8% |
| Admin fee / account holder | $2,273 | $7,683-70.4% | $5,908-61.5% | $10,828-79.0% |