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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 | $23,938 | $138,312-82.7% | $122,979-80.5% | $155,188-84.6% |
| Participation rate | 81.8% | 80.2%+1.6pp | 77.2%+4.6pp | 80.8%+1.0pp |
| Annual return | -2.86% | 22.06%-24.9pp | 20.12%-23.0pp | 148.84%-151.7pp |
| Employer contribution / active EE | $803 | $3,530-77.3% | $3,062-73.8% | $4,248-81.1% |
| Participant deferral / active EE | $1,852 | $5,592-66.9% | $5,003-63.0% | $6,531-71.6% |
| Admin fee / account holder | $2,036 | $15,089-86.5% | $12,864-84.2% | $14,480-85.9% |