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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 | $21,071 | $81,870-74.3% | $119,622-82.4% | $68,486-69.2% |
| Participation rate | 81.1% | 71.9%+9.2pp | 79.3%+1.8pp | 67.9%+13.2pp |
| Annual return | -24.07% | -23.82%-0.3pp | -14.98%-9.1pp | -7.85%-16.2pp |
| Employer contribution / active EE | $2,277 | $2,692-15.4% | $4,232-46.2% | $2,597-12.3% |
| Participant deferral / active EE | $4,206 | $4,148+1.4% | $5,601-24.9% | $4,028+4.4% |
| Admin fee / account holder | $527 | $6,583-92.0% | $10,328-94.9% | $5,404-90.3% |