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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 | $16,217 | $167,352-90.3% | $143,788-88.7% | $134,509-87.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -23.16% | 0.47%-23.6pp | -0.03%-23.1pp | 418.13%-441.3pp |
| Employer contribution / active EE | $3,244 | $5,620-42.3% | $4,952-34.5% | $4,741-31.6% |
| Participant deferral / active EE | $2,372 | $6,447-63.2% | $5,638-57.9% | $6,400-62.9% |
| Admin fee / account holder | $647 | $18,091-96.4% | $14,675-95.6% | $11,427-94.3% |