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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 | $18,672 | $138,075-86.5% | $123,552-84.9% | $135,379-86.2% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -17.49% | 153.70%-171.2pp | 119.20%-136.7pp | 519.79%-537.3pp |
| Employer contribution / active EE | $4,676 | $5,152-9.2% | $4,628+1.0% | $4,779-2.2% |
| Participant deferral / active EE | $7,764 | $6,800+14.2% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $774 | $10,917-92.9% | $9,285-91.7% | $10,828-92.8% |