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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 | $18,558 | $73,019-74.6% | $90,766-79.6% | $68,490-72.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.26% | -13.81%-5.5pp | -12.16%-7.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,185 | $2,193-0.4% | $2,922-25.2% | $2,597-15.9% |
| Participant deferral / active EE | $6,503 | $3,626+79.3% | $4,565+42.5% | $4,028+61.5% |
| Admin fee / account holder | $1,097 | $5,897-81.4% | $8,446-87.0% | $5,403-79.7% |