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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 | $25,697 | $72,404-64.5% | $110,243-76.7% | $64,173-60.0% |
| Participation rate | 87.9% | 73.3%+14.6pp | 79.8%+8.1pp | 69.6%+18.4pp |
| Annual return | -9.16% | -6.29%-2.9pp | 314.76%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $961 | $2,282-57.9% | $3,827-74.9% | $2,381-59.6% |
| Participant deferral / active EE | $3,044 | $3,469-12.2% | $4,672-34.8% | $3,470-12.3% |
| Admin fee / account holder | $2,918 | $5,664-48.5% | $8,548-65.9% | $4,887-40.3% |