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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 | $16,110 | $71,872-77.6% | $86,691-81.4% | $68,495-76.5% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -22.16% | 3.53%-25.7pp | 35.94%-58.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $780 | $2,173-64.1% | $2,837-72.5% | $2,596-70.0% |
| Participant deferral / active EE | $2,326 | $3,779-38.5% | $4,656-50.1% | $4,028-42.3% |
| Admin fee / account holder | $1,196 | $6,112-80.4% | $7,492-84.0% | $5,403-77.9% |