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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 | $18,126 | $60,349-70.0% | $74,184-75.6% | $62,881-71.2% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 0.84% | 21.38%-20.5pp | 17.74%-16.9pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,457 | $1,680-13.3% | $2,370-38.5% | $2,281-36.1% |
| Participant deferral / active EE | $1,008 | $2,856-64.7% | $3,550-71.6% | $3,203-68.5% |
| Admin fee / account holder | $716 | $4,261-83.2% | $5,586-87.2% | $4,296-83.3% |