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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 | $22,688 | $71,878-68.4% | $86,698-73.8% | $68,486-66.9% |
| Participation rate | 78.3% | 72.2%+6.1pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -44.83% | 3.53%-48.4pp | 35.95%-80.8pp | -7.85%-37.0pp |
| Employer contribution / active EE | $596 | $2,173-72.6% | $2,837-79.0% | $2,597-77.0% |
| Participant deferral / active EE | $1,753 | $3,779-53.6% | $4,656-62.3% | $4,028-56.5% |
| Admin fee / account holder | $10,511 | $6,113+72.0% | $7,493+40.3% | $5,404+94.5% |