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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 | $16,616 | $64,719-74.3% | $112,249-85.2% | $68,486-75.7% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | -20.89% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,627 | $2,747-40.8% | $3,636-55.3% | $2,597-37.4% |
| Participant deferral / active EE | $4,218 | $3,565+18.3% | $4,729-10.8% | $4,028+4.7% |
| Admin fee / account holder | $1,671 | $5,232-68.1% | $6,412-73.9% | $5,404-69.1% |