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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 | $25,323 | $146,267-82.7% | $197,124-87.2% | $82,448-69.3% |
| Participation rate | 72.1% | 84.0%-11.9pp | 86.7%-14.6pp | 68.1%+4.0pp |
| Annual return | 10.65% | 29.61%-19.0pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,787 | $4,723-62.2% | $6,227-71.3% | $2,551-29.9% |
| Participant deferral / active EE | $2,808 | $7,035-60.1% | $9,135-69.3% | $4,139-32.2% |
| Admin fee / account holder | $2,159 | $14,422-85.0% | $16,298-86.8% | $7,234-70.2% |