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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 | $17,447 | $142,392-87.7% | $119,622-85.4% | $134,532-87.0% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -22.03% | -12.46%-9.6pp | -14.98%-7.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,932 | $5,224-43.9% | $4,232-30.7% | $4,741-38.2% |
| Participant deferral / active EE | $5,400 | $6,467-16.5% | $5,601-3.6% | $6,401-15.6% |
| Admin fee / account holder | $639 | $13,593-95.3% | $10,328-93.8% | $11,429-94.4% |