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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 | $19,241 | $110,083-82.5% | $151,628-87.3% | $68,495-71.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -23.18% | -10.12%-13.1pp | 3.34%-26.5pp | -7.84%-15.3pp |
| Employer contribution / active EE | $5,712 | $4,470+27.8% | $6,165-7.4% | $2,596+120.0% |
| Participant deferral / active EE | $6,804 | $6,526+4.3% | $8,363-18.6% | $4,028+68.9% |
| Admin fee / account holder | $3,230 | $7,718-58.1% | $11,613-72.2% | $5,403-40.2% |