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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 | $6,966 | $73,848-90.6% | $143,799-95.2% | $68,486-89.8% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -22.97% | 0.91%-23.9pp | -0.04%-22.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $3,895 | $3,184+22.3% | $4,952-21.4% | $2,597+50.0% |
| Participant deferral / active EE | $2,796 | $3,385-17.4% | $5,638-50.4% | $4,028-30.6% |
| Admin fee / account holder | $1,005 | $5,755-82.5% | $14,677-93.1% | $5,404-81.4% |