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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 | $23,540 | $181,896-87.1% | $156,551-85.0% | $273,972-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.31% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $5,428 | $6,248-13.1% | $5,501-1.3% | $4,869+11.5% |
| Participant deferral / active EE | $1,649 | $5,550-70.3% | $4,871-66.1% | $5,287-68.8% |
| Admin fee / account holder | $356 | $15,560-97.7% | $13,028-97.3% | $10,133-96.5% |