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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 | $20,233 | $73,009-72.3% | $90,760-77.7% | $68,486-70.5% |
| Participation rate | 89.7% | 70.8%+18.8pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -19.34% | -13.81%-5.5pp | -12.16%-7.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,542 | $2,193-29.7% | $2,922-47.2% | $2,597-40.6% |
| Participant deferral / active EE | $2,786 | $3,626-23.2% | $4,565-39.0% | $4,028-30.8% |
| Admin fee / account holder | $2,184 | $5,896-63.0% | $8,444-74.1% | $5,404-59.6% |