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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 | $26,803 | $99,994-73.2% | $146,643-81.7% | $85,847-68.8% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 10.22% | 18.93%-8.7pp | 22.75%-12.5pp | 318.61%-308.4pp |
| Employer contribution / active EE | $732 | $2,559-71.4% | $4,137-82.3% | $2,565-71.5% |
| Participant deferral / active EE | $1,250 | $4,006-68.8% | $5,506-77.3% | $3,952-68.4% |
| Admin fee / account holder | $1,141 | $7,703-85.2% | $10,280-88.9% | $6,261-81.8% |