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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 | $6,871 | $73,839-90.7% | $143,788-95.2% | $68,495-90.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -20.08% | 1.01%-21.1pp | -0.03%-20.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,664 | $3,184-47.7% | $4,952-66.4% | $2,596-35.9% |
| Participant deferral / active EE | $2,965 | $3,384-12.4% | $5,638-47.4% | $4,028-26.4% |
| Admin fee / account holder | $1,533 | $5,755-73.4% | $14,675-89.6% | $5,403-71.6% |