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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 | $17,623 | $72,272-75.6% | $101,264-82.6% | $79,858-77.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.37% | 22.30%-12.9pp | 46.48%-37.1pp | 31.72%-22.3pp |
| Employer contribution / active EE | $2,093 | $2,692-22.2% | $3,660-42.8% | $2,471-15.3% |
| Participant deferral / active EE | $1,292 | $3,282-60.6% | $4,370-70.4% | $3,740-65.5% |
| Admin fee / account holder | $3,187 | $4,401-27.6% | $5,947-46.4% | $5,306-39.9% |