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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 | $15,343 | $99,345-84.6% | $84,753-81.9% | $273,972-94.4% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | -1.57% | 22.93%-24.5pp | 22.78%-24.4pp | 41.46%-43.0pp |
| Employer contribution / active EE | $6,336 | $4,214+50.4% | $3,574+77.3% | $4,869+30.1% |
| Participant deferral / active EE | $266 | $4,270-93.8% | $3,712-92.8% | $5,287-95.0% |
| Admin fee / account holder | $766 | $6,645-88.5% | $5,333-85.6% | $10,133-92.4% |