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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 | $21,060 | $81,870-74.3% | $119,608-82.4% | $68,495-69.3% |
| Participation rate | 73.7% | 71.9%+1.8pp | 79.3%-5.6pp | 67.9%+5.8pp |
| Annual return | -22.45% | -23.82%+1.4pp | -14.98%-7.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $4,544 | $2,692+68.8% | $4,232+7.4% | $2,596+75.0% |
| Participant deferral / active EE | $9,596 | $4,148+131.3% | $5,601+71.3% | $4,028+138.3% |
| Admin fee / account holder | $1,797 | $6,583-72.7% | $10,326-82.6% | $5,403-66.7% |