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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 | $4,973 | $106,549-95.3% | $91,225-94.5% | $134,509-96.3% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -27.77% | 160.73%-188.5pp | 114.10%-141.9pp | 418.13%-445.9pp |
| Employer contribution / active EE | $1,263 | $3,331-62.1% | $2,851-55.7% | $4,741-73.4% |
| Participant deferral / active EE | $1,563 | $4,719-66.9% | $4,234-63.1% | $6,400-75.6% |
| Admin fee / account holder | $570 | $6,234-90.9% | $5,422-89.5% | $11,427-95.0% |