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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 | $16,835 | $196,972-91.5% | $182,262-90.8% | $198,609-91.5% |
| Participation rate | 73.7% | 85.7%-12.0pp | 84.2%-10.5pp | 82.4%-8.7pp |
| Annual return | 3.02% | 158.27%-155.3pp | 140.60%-137.6pp | 202.70%-199.7pp |
| Employer contribution / active EE | $2,074 | $5,364-61.3% | $5,046-58.9% | $5,055-59.0% |
| Participant deferral / active EE | $3,120 | $8,643-63.9% | $8,276-62.3% | $6,977-55.3% |
| Admin fee / account holder | $2,693 | $18,429-85.4% | $16,712-83.9% | $19,030-85.9% |