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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 | $17,791 | $167,352-89.4% | $143,788-87.6% | $134,509-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.84% | 0.47%-37.3pp | -0.03%-36.8pp | 418.13%-455.0pp |
| Employer contribution / active EE | $7,146 | $5,620+27.1% | $4,952+44.3% | $4,741+50.7% |
| Participant deferral / active EE | $6,734 | $6,447+4.4% | $5,638+19.4% | $6,400+5.2% |
| Admin fee / account holder | $594 | $18,091-96.7% | $14,675-96.0% | $11,427-94.8% |