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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 | $8,365 | $99,345-91.6% | $84,753-90.1% | $273,972-96.9% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | -3.37% | 22.93%-26.3pp | 22.78%-26.2pp | 41.46%-44.8pp |
| Employer contribution / active EE | $4,169 | $4,214-1.1% | $3,574+16.6% | $4,869-14.4% |
| Participant deferral / active EE | $24 | $4,270-99.4% | $3,712-99.3% | $5,287-99.5% |
| Admin fee / account holder | $1,241 | $6,645-81.3% | $5,333-76.7% | $10,133-87.8% |