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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 | $11,591 | $181,896-93.6% | $156,551-92.6% | $273,972-95.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | -15.46% | 30.74%-46.2pp | 32.23%-47.7pp | 41.46%-56.9pp |
| Employer contribution / active EE | $3,943 | $6,248-36.9% | $5,501-28.3% | $4,869-19.0% |
| Participant deferral / active EE | $1,110 | $5,550-80.0% | $4,871-77.2% | $5,287-79.0% |
| Admin fee / account holder | $2,281 | $15,560-85.3% | $13,028-82.5% | $10,133-77.5% |