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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 | $20,766 | $71,872-71.1% | $86,691-76.0% | $68,495-69.7% |
| Participation rate | 73.2% | 72.2%+1.0pp | 76.6%-3.4pp | 67.9%+5.3pp |
| Annual return | -20.14% | 3.53%-23.7pp | 35.94%-56.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,822 | $2,173-16.1% | $2,837-35.8% | $2,596-29.8% |
| Participant deferral / active EE | $3,283 | $3,779-13.1% | $4,656-29.5% | $4,028-18.5% |
| Admin fee / account holder | $3,063 | $6,112-49.9% | $7,492-59.1% | $5,403-43.3% |