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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 | $15,627 | $58,577-73.3% | $83,323-81.2% | $64,181-75.7% |
| Participation rate | 82.1% | 72.0%+10.1pp | 77.8%+4.4pp | 69.6%+12.6pp |
| Annual return | -10.88% | 9.65%-20.5pp | 10.63%-21.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,207 | $2,098+5.2% | $3,379-34.7% | $2,381-7.3% |
| Participant deferral / active EE | $8,388 | $4,654+80.2% | $5,565+50.7% | $3,470+141.8% |
| Admin fee / account holder | $3,580 | $9,275-61.4% | $7,539-52.5% | $4,887-26.7% |