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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 | $4,738 | $71,873-93.4% | $86,698-94.5% | $68,490-93.1% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -19.74% | 3.54%-23.3pp | 35.96%-55.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,190 | $2,173-45.2% | $2,837-58.0% | $2,597-54.2% |
| Participant deferral / active EE | $2,075 | $3,779-45.1% | $4,656-55.4% | $4,028-48.5% |
| Admin fee / account holder | $1,350 | $6,110-77.9% | $7,492-82.0% | $5,403-75.0% |