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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 | $19,179 | $138,076-86.1% | $123,553-84.5% | $135,380-85.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.03% | 153.70%-165.7pp | 119.21%-131.2pp | 519.81%-531.8pp |
| Employer contribution / active EE | $5,248 | $5,152+1.9% | $4,628+13.4% | $4,779+9.8% |
| Participant deferral / active EE | $5,262 | $6,800-22.6% | $6,426-18.1% | $5,609-6.2% |
| Admin fee / account holder | $1,486 | $10,917-86.4% | $9,284-84.0% | $10,828-86.3% |