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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 | $4,863 | $127,387-96.2% | $115,038-95.8% | $125,389-96.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -3.95% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $3,555 | $5,166-31.2% | $4,608-22.8% | $4,866-26.9% |
| Participant deferral / active EE | $5,901 | $6,423-8.1% | $6,026-2.1% | $5,352+10.3% |
| Admin fee / account holder | $1,003 | $9,516-89.5% | $8,175-87.7% | $9,541-89.5% |