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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 | $16,588 | $167,362-90.1% | $143,799-88.5% | $134,532-87.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -23.62% | 0.47%-24.1pp | -0.04%-23.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $6,195 | $5,620+10.2% | $4,952+25.1% | $4,741+30.7% |
| Participant deferral / active EE | $7,275 | $6,447+12.8% | $5,638+29.0% | $6,401+13.7% |
| Admin fee / account holder | $3,497 | $18,094-80.7% | $14,677-76.2% | $11,429-69.4% |