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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 | $17,133 | $175,231-90.2% | $149,696-88.6% | $139,466-87.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 10.54% | 166.77%-156.2pp | 134.46%-123.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $2,248 | $5,478-59.0% | $4,821-53.4% | $4,754-52.7% |
| Participant deferral / active EE | $415 | $6,521-93.6% | $5,682-92.7% | $6,712-93.8% |
| Admin fee / account holder | $14,696 | $16,155-9.0% | $13,212+11.2% | $11,409+28.8% |