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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 | $11,441 | $54,162-78.9% | $68,612-83.3% | $64,173-82.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -8.83% | -1.62%-7.2pp | -4.63%-4.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,458 | $1,846+33.2% | $2,625-6.4% | $2,381+3.2% |
| Participant deferral / active EE | $3,392 | $2,626+29.2% | $3,311+2.4% | $3,470-2.2% |
| Admin fee / account holder | $2,061 | $4,029-48.8% | $5,131-59.8% | $4,887-57.8% |