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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 | $11,163 | $211,224-94.7% | $178,505-93.7% | $145,897-92.3% |
| Participation rate | 82.6% | 80.8%+1.8pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 4.19% | 30.28%-26.1pp | 27.16%-23.0pp | 552.29%-548.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,139 | $6,966-83.6% | $6,280-81.9% | $6,689-83.0% |
| Admin fee / account holder | $422 | $12,109-96.5% | $10,428-96.0% | $13,390-96.8% |