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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 | $21,008 | $81,870-74.3% | $119,622-82.4% | $68,486-69.3% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -21.42% | -23.82%+2.4pp | -14.98%-6.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,173 | $2,692-19.3% | $4,232-48.7% | $2,597-16.3% |
| Participant deferral / active EE | $5,527 | $4,148+33.2% | $5,601-1.3% | $4,028+37.2% |
| Admin fee / account holder | $372 | $6,583-94.3% | $10,328-96.4% | $5,404-93.1% |