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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 | $11,080 | $81,870-86.5% | $119,608-90.7% | $68,495-83.8% |
| Participation rate | 92.1% | 71.9%+20.2pp | 79.3%+12.8pp | 67.9%+24.2pp |
| Annual return | -22.10% | -23.82%+1.7pp | -14.98%-7.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,555 | $2,692-5.1% | $4,232-39.6% | $2,596-1.6% |
| Participant deferral / active EE | $6,918 | $4,148+66.8% | $5,601+23.5% | $4,028+71.8% |
| Admin fee / account holder | $2,394 | $6,583-63.6% | $10,326-76.8% | $5,403-55.7% |