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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 | $8,215 | $73,863-88.9% | $143,797-94.3% | $68,490-88.0% |
| Participation rate | 82.9% | 66.7%+16.3pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -29.08% | 0.91%-30.0pp | -0.04%-29.0pp | -7.85%-21.2pp |
| Employer contribution / active EE | $1,261 | $3,185-60.4% | $4,952-74.5% | $2,597-51.4% |
| Participant deferral / active EE | $4,207 | $3,385+24.3% | $5,638-25.4% | $4,028+4.4% |
| Admin fee / account holder | $969 | $5,756-83.2% | $14,679-93.4% | $5,403-82.1% |