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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 | $16,179 | $79,633-79.7% | $93,759-82.7% | $68,486-76.4% |
| Participation rate | 88.4% | 75.4%+13.0pp | 81.0%+7.4pp | 67.9%+20.5pp |
| Annual return | -20.16% | -0.10%-20.1pp | -11.33%-8.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,565 | $3,665-30.0% | $4,324-40.7% | $2,597-1.2% |
| Participant deferral / active EE | $5,916 | $5,158+14.7% | $6,096-2.9% | $4,028+46.9% |
| Admin fee / account holder | $1,704 | $6,871-75.2% | $7,197-76.3% | $5,404-68.5% |