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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 | $14,450 | $167,352-91.4% | $143,788-90.0% | $134,509-89.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -21.11% | 0.47%-21.6pp | -0.03%-21.1pp | 418.13%-439.2pp |
| Employer contribution / active EE | $3,605 | $5,620-35.9% | $4,952-27.2% | $4,741-24.0% |
| Participant deferral / active EE | $9,704 | $6,447+50.5% | $5,638+72.1% | $6,400+51.6% |
| Admin fee / account holder | $397 | $18,091-97.8% | $14,675-97.3% | $11,427-96.5% |