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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 | $15,600 | $71,878-78.3% | $86,698-82.0% | $68,486-77.2% |
| Participation rate | 81.0% | 72.2%+8.7pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -19.13% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,246 | $2,173-42.7% | $2,837-56.1% | $2,597-52.0% |
| Participant deferral / active EE | $1,883 | $3,779-50.2% | $4,656-59.6% | $4,028-53.2% |
| Admin fee / account holder | $1,283 | $6,113-79.0% | $7,493-82.9% | $5,404-76.2% |