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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 | $13,475 | $185,312-92.7% | $161,489-91.7% | $154,746-91.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.68% | 103.84%-94.2pp | 89.72%-80.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,334 | $4,769-72.0% | $4,268-68.7% | $4,379-69.5% |
| Participant deferral / active EE | $1,976 | $6,350-68.9% | $5,630-64.9% | $6,730-70.6% |
| Admin fee / account holder | $11,887 | $18,654-36.3% | $16,006-25.7% | $14,365-17.3% |