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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 | $18,645 | $56,197-66.8% | $67,652-72.4% | $59,633-68.7% |
| Participation rate | 75.0% | 71.5%+3.5pp | 75.7%-0.7pp | 68.7%+6.3pp |
| Annual return | -5.04% | 18508.10%-18513.1pp | 6625.40%-6630.4pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,948 | $1,615+20.6% | $2,266-14.0% | $2,203-11.6% |
| Participant deferral / active EE | $4,266 | $2,844+50.0% | $3,560+19.8% | $3,192+33.6% |
| Admin fee / account holder | $878 | $3,958-77.8% | $4,821-81.8% | $4,297-79.6% |