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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 | $23,685 | $140,592-83.2% | $123,105-80.8% | $125,389-81.1% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -3.66% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,241 | $6,041-79.5% | $5,151-75.9% | $4,866-74.5% |
| Participant deferral / active EE | $3,402 | $6,980-51.3% | $6,229-45.4% | $5,352-36.4% |
| Admin fee / account holder | $1,722 | $11,198-84.6% | $9,014-80.9% | $9,541-82.0% |