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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 | $15,144 | $167,362-91.0% | $143,799-89.5% | $134,532-88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.39% | 0.47%-30.9pp | -0.04%-30.3pp | 418.27%-448.7pp |
| Employer contribution / active EE | $2,223 | $5,620-60.5% | $4,952-55.1% | $4,741-53.1% |
| Participant deferral / active EE | $6,559 | $6,447+1.7% | $5,638+16.3% | $6,401+2.5% |
| Admin fee / account holder | $1,073 | $18,094-94.1% | $14,677-92.7% | $11,429-90.6% |