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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 | $11,441 | $85,196-86.6% | $76,383-85.0% | $145,897-92.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 79.3%-4.3pp | 80.3%-5.3pp |
| Annual return | 2.39% | 13.13%-10.7pp | 13.79%-11.4pp | 552.29%-549.9pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,421 | $6,386-77.7% | $5,474-74.0% | $6,689-78.8% |
| Admin fee / account holder | $1,119 | $5,786-80.7% | $5,147-78.3% | $13,390-91.6% |