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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 | $4,606 | $106,864-95.7% | $147,318-96.9% | $82,637-94.4% |
| Participation rate | 73.1% | 75.5%-2.4pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 9.25% | 27.49%-18.2pp | 70.43%-61.2pp | 53.51%-44.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,743 | $6,496-73.2% | $7,906-77.9% | $4,126-57.7% |
| Admin fee / account holder | $1,130 | $8,415-86.6% | $13,708-91.8% | $7,339-84.6% |