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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 | $21,331 | $181,896-88.3% | $156,551-86.4% | $273,972-92.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -9.53% | 30.74%-40.3pp | 32.23%-41.8pp | 41.46%-51.0pp |
| Employer contribution / active EE | $2,317 | $6,248-62.9% | $5,501-57.9% | $4,869-52.4% |
| Participant deferral / active EE | $2,712 | $5,550-51.1% | $4,871-44.3% | $5,287-48.7% |
| Admin fee / account holder | $3,144 | $15,560-79.8% | $13,028-75.9% | $10,133-69.0% |