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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 | $10,124 | $67,602-85.0% | $82,312-87.7% | $70,126-85.6% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.4pp |
| Annual return | 4.13% | 21.57%-17.4pp | 25.88%-21.8pp | 73.15%-69.0pp |
| Employer contribution / active EE | $1,751 | $1,755-0.2% | $2,428-27.9% | $2,343-25.3% |
| Participant deferral / active EE | $514 | $2,987-82.8% | $3,706-86.1% | $3,332-84.6% |
| Admin fee / account holder | $2,253 | $4,512-50.1% | $5,608-59.8% | $4,645-51.5% |