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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 | $10,196 | $71,872-85.8% | $86,691-88.2% | $68,495-85.1% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -19.07% | 3.53%-22.6pp | 35.94%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,901 | $2,173+33.5% | $2,837+2.3% | $2,596+11.7% |
| Participant deferral / active EE | $5,432 | $3,779+43.7% | $4,656+16.7% | $4,028+34.9% |
| Admin fee / account holder | $1,475 | $6,112-75.9% | $7,492-80.3% | $5,403-72.7% |