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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 | $14,940 | $65,367-77.1% | $92,915-83.9% | $72,976-79.5% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 15.91% | 42.11%-26.2pp | 109.45%-93.5pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,731 | $2,594-33.3% | $3,653-52.6% | $2,440-29.0% |
| Participant deferral / active EE | $820 | $3,128-73.8% | $4,238-80.6% | $3,608-77.3% |
| Admin fee / account holder | $783 | $4,251-81.6% | $5,796-86.5% | $5,124-84.7% |