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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 | $4,310 | $64,719-93.3% | $112,249-96.2% | $68,486-93.7% |
| Participation rate | 82.2% | 67.2%+15.1pp | 75.1%+7.2pp | 67.9%+14.3pp |
| Annual return | -44.35% | -11.40%-32.9pp | 27.48%-71.8pp | -7.85%-36.5pp |
| Employer contribution / active EE | $2,038 | $2,747-25.8% | $3,636-43.9% | $2,597-21.5% |
| Participant deferral / active EE | $2,718 | $3,565-23.8% | $4,729-42.5% | $4,028-32.5% |
| Admin fee / account holder | $911 | $5,232-82.6% | $6,412-85.8% | $5,404-83.1% |