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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,646 | $76,551-74.3% | $123,894-84.1% | $62,881-68.8% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 3.53% | 18.68%-15.1pp | 47.52%-44.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $924 | $2,882-68.0% | $4,617-80.0% | $2,281-59.5% |
| Participant deferral / active EE | $1,860 | $4,840-61.6% | $5,984-68.9% | $3,203-41.9% |
| Admin fee / account holder | $3,936 | $4,826-18.4% | $8,357-52.9% | $4,296-8.4% |