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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 | $26,238 | $140,592-81.3% | $123,105-78.7% | $125,389-79.1% |
| Participation rate | 78.6% | 88.2%-9.6pp | 86.8%-8.2pp | 83.2%-4.6pp |
| Annual return | -6.23% | 16.80%-23.0pp | 13.22%-19.5pp | 282.24%-288.5pp |
| Employer contribution / active EE | $2,137 | $6,041-64.6% | $5,151-58.5% | $4,866-56.1% |
| Participant deferral / active EE | $3,421 | $6,980-51.0% | $6,229-45.1% | $5,352-36.1% |
| Admin fee / account holder | $3,660 | $11,198-67.3% | $9,014-59.4% | $9,541-61.6% |