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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 | $19,315 | $127,387-84.8% | $115,038-83.2% | $125,389-84.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.12% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $5,272 | $5,166+2.0% | $4,608+14.4% | $4,866+8.3% |
| Participant deferral / active EE | $5,213 | $6,423-18.8% | $6,026-13.5% | $5,352-2.6% |
| Admin fee / account holder | $469 | $9,516-95.1% | $8,175-94.3% | $9,541-95.1% |