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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 | $16,133 | $127,387-87.3% | $115,038-86.0% | $125,389-87.1% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -5.53% | 31.28%-36.8pp | 26.14%-31.7pp | 282.24%-287.8pp |
| Employer contribution / active EE | $1,145 | $5,166-77.8% | $4,608-75.1% | $4,866-76.5% |
| Participant deferral / active EE | $9,921 | $6,423+54.5% | $6,026+64.6% | $5,352+85.4% |
| Admin fee / account holder | $1,947 | $9,516-79.5% | $8,175-76.2% | $9,541-79.6% |