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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 | $14,942 | $183,539-91.9% | $155,556-90.4% | $145,897-89.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | -0.36% | 61.31%-61.7pp | 64.84%-65.2pp | 552.29%-552.6pp |
| Employer contribution / active EE | $3,561 | $5,315-33.0% | $4,675-23.8% | $4,663-23.6% |
| Participant deferral / active EE | $6,487 | $6,467+0.3% | $5,631+15.2% | $6,689-3.0% |
| Admin fee / account holder | $2,655 | $19,275-86.2% | $15,885-83.3% | $13,390-80.2% |