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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 | $10,608 | $166,089-93.6% | $164,928-93.6% | $145,978-92.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | -32.80% | 100.26%-133.1pp | 70.08%-102.9pp | 550.52%-583.3pp |
| Employer contribution / active EE | $2,374 | $5,276-55.0% | $4,343-45.3% | $4,662-49.1% |
| Participant deferral / active EE | $3,647 | $6,961-47.6% | $6,034-39.6% | $6,690-45.5% |
| Admin fee / account holder | $2,782 | $16,641-83.3% | $12,684-78.1% | $13,400-79.2% |