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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 | $26,891 | $91,537-70.6% | $130,045-79.3% | $75,173-64.2% |
| Participation rate | 74.0% | 71.5%+2.5pp | 78.5%-4.5pp | 67.2%+6.8pp |
| Annual return | 8.57% | -631.55%+640.1pp | -137.30%+145.9pp | 160.72%-152.1pp |
| Employer contribution / active EE | $1,939 | $2,845-31.8% | $4,321-55.1% | $2,671-27.4% |
| Participant deferral / active EE | $2,487 | $4,343-42.7% | $5,820-57.3% | $4,126-39.7% |
| Admin fee / account holder | $4,622 | $6,780-31.8% | $10,600-56.4% | $5,651-18.2% |