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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 | $29,171 | $140,592-79.3% | $123,105-76.3% | $125,389-76.7% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -9.29% | 16.80%-26.1pp | 13.22%-22.5pp | 282.24%-291.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,058 | $6,980-27.5% | $6,229-18.8% | $5,352-5.5% |
| Admin fee / account holder | $2,185 | $11,198-80.5% | $9,014-75.8% | $9,541-77.1% |