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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 | $8,317 | $71,878-88.4% | $86,698-90.4% | $68,486-87.9% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -22.37% | 3.53%-25.9pp | 35.95%-58.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $2,288 | $2,173+5.3% | $2,837-19.3% | $2,597-11.9% |
| Participant deferral / active EE | $5,125 | $3,779+35.6% | $4,656+10.1% | $4,028+27.2% |
| Admin fee / account holder | $786 | $6,113-87.1% | $7,493-89.5% | $5,404-85.5% |