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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 | $20,955 | $60,349-65.3% | $74,184-71.8% | $62,881-66.7% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | -3.49% | 21.38%-24.9pp | 17.74%-21.2pp | 20.14%-23.6pp |
| Employer contribution / active EE | $1,046 | $1,680-37.8% | $2,370-55.9% | $2,281-54.2% |
| Participant deferral / active EE | $1,441 | $2,856-49.5% | $3,550-59.4% | $3,203-55.0% |
| Admin fee / account holder | $1,350 | $4,261-68.3% | $5,586-75.8% | $4,296-68.6% |