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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 | $15,017 | $181,896-91.7% | $156,551-90.4% | $273,972-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.89% | 30.74%-28.9pp | 32.23%-30.3pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,768 | $6,248-71.7% | $5,501-67.9% | $4,869-63.7% |
| Participant deferral / active EE | $981 | $5,550-82.3% | $4,871-79.9% | $5,287-81.4% |
| Admin fee / account holder | $7,673 | $15,560-50.7% | $13,028-41.1% | $10,133-24.3% |