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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 | $20,944 | $81,504-74.3% | $102,437-79.6% | $80,959-74.1% |
| Participation rate | 92.6% | 66.9%+25.7pp | 74.5%+18.1pp | 67.7%+24.9pp |
| Annual return | 6.73% | 25.60%-18.9pp | 24.95%-18.2pp | 35.67%-28.9pp |
| Employer contribution / active EE | $1,531 | $3,104-50.7% | $3,871-60.4% | $2,757-44.5% |
| Participant deferral / active EE | $951 | $3,871-75.4% | $5,060-81.2% | $4,300-77.9% |
| Admin fee / account holder | $2,007 | $6,719-70.1% | $8,388-76.1% | $6,925-71.0% |