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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 | $13,652 | $167,362-91.8% | $143,799-90.5% | $134,532-89.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.49% | 0.47%-23.0pp | -0.04%-22.4pp | 418.27%-440.8pp |
| Employer contribution / active EE | $2,320 | $5,620-58.7% | $4,952-53.2% | $4,741-51.1% |
| Participant deferral / active EE | $6,272 | $6,447-2.7% | $5,638+11.2% | $6,401-2.0% |
| Admin fee / account holder | $1,514 | $18,094-91.6% | $14,677-89.7% | $11,429-86.8% |