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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 | $20,859 | $71,878-71.0% | $86,698-75.9% | $68,486-69.5% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -20.91% | 3.53%-24.4pp | 35.95%-56.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $2,030 | $2,173-6.6% | $2,837-28.4% | $2,597-21.8% |
| Participant deferral / active EE | $3,124 | $3,779-17.3% | $4,656-32.9% | $4,028-22.4% |
| Admin fee / account holder | $6,515 | $6,113+6.6% | $7,493-13.1% | $5,404+20.6% |