Filed April 17, 2025
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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.)
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 | $42,083 | $146,267-71.2% | $197,124-78.7% | $82,448-49.0% |
| Participation rate | 72.2% | 84.0%-11.8pp | 86.7%-14.5pp | 68.1%+4.2pp |
| Annual return | 18.67% | 29.61%-10.9pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,753 | $4,723-62.9% | $6,227-71.8% | $2,551-31.3% |
| Participant deferral / active EE | $2,616 | $7,035-62.8% | $9,135-71.4% | $4,139-36.8% |
| Admin fee / account holder | $5,955 | $14,422-58.7% | $16,298-63.5% | $7,234-17.7% |