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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 | $3,549 | $72,269-95.1% | $101,271-96.5% | $79,852-95.6% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -5.93% | 22.29%-28.2pp | 46.48%-52.4pp | 31.72%-37.6pp |
| Employer contribution / active EE | $1,933 | $2,692-28.2% | $3,660-47.2% | $2,471-21.8% |
| Participant deferral / active EE | $1,290 | $3,282-60.7% | $4,371-70.5% | $3,740-65.5% |
| Admin fee / account holder | $1,810 | $4,401-58.9% | $5,948-69.6% | $5,306-65.9% |