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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 | $18,448 | $62,589-70.5% | $76,768-76.0% | $64,173-71.3% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -11.68% | -1.95%-9.7pp | 2.43%-14.1pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,277 | $1,832-30.3% | $2,485-48.6% | $2,381-46.4% |
| Participant deferral / active EE | $3,423 | $3,145+8.9% | $3,852-11.1% | $3,470-1.3% |
| Admin fee / account holder | $415 | $4,667-91.1% | $6,675-93.8% | $4,887-91.5% |