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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 | $13,828 | $71,878-80.8% | $86,698-84.1% | $68,486-79.8% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -19.26% | 3.53%-22.8pp | 35.95%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,512 | $3,779-33.5% | $4,656-46.0% | $4,028-37.6% |
| Admin fee / account holder | $1,317 | $6,113-78.5% | $7,493-82.4% | $5,404-75.6% |