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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 | $13,170 | $64,719-79.7% | $112,249-88.3% | $68,486-80.8% |
| Participation rate | 96.1% | 67.2%+28.9pp | 75.1%+21.0pp | 67.9%+28.2pp |
| Annual return | -20.67% | -11.40%-9.3pp | 27.48%-48.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,349 | $2,747-14.5% | $3,636-35.4% | $2,597-9.5% |
| Participant deferral / active EE | $4,576 | $3,565+28.4% | $4,729-3.2% | $4,028+13.6% |
| Admin fee / account holder | $1,248 | $5,232-76.1% | $6,412-80.5% | $5,404-76.9% |