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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 | $30,966 | $181,896-83.0% | $156,551-80.2% | $273,972-88.7% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.3pp | 83.0%+3.3pp |
| Annual return | -1.03% | 30.74%-31.8pp | 32.23%-33.3pp | 41.46%-42.5pp |
| Employer contribution / active EE | $3,182 | $6,248-49.1% | $5,501-42.2% | $4,869-34.6% |
| Participant deferral / active EE | $2,978 | $5,550-46.3% | $4,871-38.9% | $5,287-43.7% |
| Admin fee / account holder | $3,257 | $15,560-79.1% | $13,028-75.0% | $10,133-67.9% |