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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 | $22,187 | $110,083-79.8% | $151,639-85.4% | $68,486-67.6% |
| Participation rate | 90.4% | 84.0%+6.4pp | 87.5%+2.9pp | 67.9%+22.5pp |
| Annual return | -20.59% | -10.12%-10.5pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $6,395 | $4,470+43.1% | $6,165+3.7% | $2,597+146.3% |
| Participant deferral / active EE | $9,775 | $6,526+49.8% | $8,363+16.9% | $4,028+142.7% |
| Admin fee / account holder | $3,772 | $7,718-51.1% | $11,613-67.5% | $5,404-30.2% |