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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 | $8,917 | $156,398-94.3% | $147,318-93.9% | $138,895-93.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | -18.23% | 78.75%-97.0pp | 70.43%-88.7pp | 145.39%-163.6pp |
| Employer contribution / active EE | $922 | $4,853-81.0% | $4,593-79.9% | $4,194-78.0% |
| Participant deferral / active EE | $3,005 | $8,237-63.5% | $7,906-62.0% | $6,396-53.0% |
| Admin fee / account holder | $4,450 | $14,976-70.3% | $13,708-67.5% | $12,562-64.6% |