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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 | $16,820 | $64,176-73.8% | $112,263-85.0% | $66,949-74.9% |
| Participation rate | 78.5% | 68.4%+10.1pp | 75.1%+3.4pp | 69.8%+8.7pp |
| Annual return | -21.57% | -13.80%-7.8pp | 27.49%-49.1pp | 1.57%-23.1pp |
| Employer contribution / active EE | $2,374 | $3,007-21.0% | $3,636-34.7% | $2,545-6.7% |
| Participant deferral / active EE | $2,896 | $3,694-21.6% | $4,729-38.8% | $4,239-31.7% |
| Admin fee / account holder | $1,375 | $626+119.7% | $6,410-78.6% | $594+131.6% |