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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 | $20,070 | $101,798-80.3% | $165,071-87.8% | $80,935-75.2% |
| Participation rate | 86.5% | 71.8%+14.6pp | 78.6%+7.8pp | 67.7%+18.8pp |
| Annual return | -18.66% | 16.73%-35.4pp | 70.17%-88.8pp | 35.66%-54.3pp |
| Employer contribution / active EE | $3,443 | $2,954+16.5% | $4,347-20.8% | $2,757+24.9% |
| Participant deferral / active EE | $5,209 | $4,476+16.4% | $6,035-13.7% | $4,299+21.2% |
| Admin fee / account holder | $2,473 | $8,221-69.9% | $12,695-80.5% | $6,924-64.3% |