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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 | $13,040 | $81,870-84.1% | $119,622-89.1% | $68,486-81.0% |
| Participation rate | 76.7% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -23.32% | -23.82%+0.5pp | -14.98%-8.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $2,750 | $2,692+2.1% | $4,232-35.0% | $2,597+5.9% |
| Participant deferral / active EE | $4,806 | $4,148+15.9% | $5,601-14.2% | $4,028+19.3% |
| Admin fee / account holder | $378 | $6,583-94.3% | $10,328-96.3% | $5,404-93.0% |