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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 | $9,085 | $138,075-93.4% | $123,552-92.6% | $135,379-93.3% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -24.08% | 153.70%-177.8pp | 119.20%-143.3pp | 519.79%-543.9pp |
| Employer contribution / active EE | $1,571 | $5,152-69.5% | $4,628-66.1% | $4,779-67.1% |
| Participant deferral / active EE | $1,940 | $6,800-71.5% | $6,426-69.8% | $5,609-65.4% |
| Admin fee / account holder | $1,852 | $10,917-83.0% | $9,285-80.1% | $10,828-82.9% |