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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 | $8,979 | $65,437-86.3% | $86,698-89.6% | $66,949-86.6% |
| Participation rate | 92.5% | 75.5%+17.1pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -22.87% | -10.91%-12.0pp | 35.96%-58.8pp | 1.57%-24.4pp |
| Employer contribution / active EE | $2,093 | $2,154-2.8% | $2,837-26.2% | $2,545-17.8% |
| Participant deferral / active EE | $4,321 | $4,102+5.3% | $4,656-7.2% | $4,239+1.9% |
| Admin fee / account holder | $473 | $642-26.2% | $7,492-93.7% | $594-20.3% |