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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 | $145,431-82.6% | $211,142-88.0% | $87,485-71.1% |
| Participation rate | 72.1% | 84.7%-12.7pp | 87.3%-15.2pp | 68.9%+3.2pp |
| Annual return | 10.65% | 27.21%-16.6pp | 46.84%-36.2pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,787 | $4,662-61.7% | $6,442-72.3% | $2,596-31.2% |
| Participant deferral / active EE | $2,808 | $6,859-59.1% | $9,284-69.8% | $4,274-34.3% |
| Admin fee / account holder | $2,159 | $17,052-87.3% | $19,076-88.7% | $7,775-72.2% |