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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 | $18,807 | $110,083-82.9% | $151,628-87.6% | $68,495-72.5% |
| Participation rate | 83.7% | 84.0%-0.3pp | 87.5%-3.8pp | 67.9%+15.8pp |
| Annual return | -24.84% | -10.12%-14.7pp | 3.34%-28.2pp | -7.84%-17.0pp |
| Employer contribution / active EE | $2,964 | $4,470-33.7% | $6,165-51.9% | $2,596+14.1% |
| Participant deferral / active EE | $7,312 | $6,526+12.0% | $8,363-12.6% | $4,028+81.6% |
| Admin fee / account holder | $933 | $7,718-87.9% | $11,613-92.0% | $5,403-82.7% |