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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 | $15,718 | $67,411-76.7% | $91,004-82.7% | $70,126-77.6% |
| Participation rate | 77.4% | 71.4%+6.1pp | 75.6%+1.8pp | 69.5%+7.9pp |
| Annual return | 11.17% | -40.16%+51.3pp | 4.60%+6.6pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,779 | $1,786+55.6% | $2,456+13.1% | $2,343+18.6% |
| Participant deferral / active EE | $896 | $2,823-68.2% | $3,548-74.7% | $3,332-73.1% |
| Admin fee / account holder | $422 | $4,236-90.0% | $5,417-92.2% | $4,645-90.9% |