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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 | $16,371 | $50,958-67.9% | $74,552-78.0% | $64,181-74.5% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.1%+13.6pp | 69.6%+13.2pp |
| Annual return | -8.84% | -1.86%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,587 | $1,115+42.3% | $1,961-19.1% | $2,381-33.3% |
| Participant deferral / active EE | $2,457 | $2,301+6.7% | $3,108-21.0% | $3,470-29.2% |
| Admin fee / account holder | $570 | $4,223-86.5% | $5,060-88.7% | $4,887-88.3% |