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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 | $5,787 | $181,896-96.8% | $156,551-96.3% | $273,972-97.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | -0.53% | 30.74%-31.3pp | 32.23%-32.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,091 | $5,550-62.3% | $4,871-57.1% | $5,287-60.5% |
| Admin fee / account holder | $390 | $15,560-97.5% | $13,028-97.0% | $10,133-96.2% |