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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 | $19,909 | $135,956-85.4% | $123,894-83.9% | $273,972-92.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | -9.74% | 56.63%-66.4pp | 47.52%-57.3pp | 41.46%-51.2pp |
| Employer contribution / active EE | $8,382 | $5,170+62.1% | $4,617+81.5% | $4,869+72.1% |
| Participant deferral / active EE | $4,063 | $6,343-35.9% | $5,984-32.1% | $5,287-23.2% |
| Admin fee / account holder | $5,532 | $9,817-43.6% | $8,357-33.8% | $10,133-45.4% |