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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 | $20,438 | $68,412-70.1% | $94,679-78.4% | $75,181-72.8% |
| Participation rate | 96.7% | 76.1%+20.6pp | 80.8%+15.8pp | 67.2%+29.5pp |
| Annual return | 15.15% | 616.91%-601.8pp | 156.75%-141.6pp | 160.69%-145.5pp |
| Employer contribution / active EE | $1,961 | $2,701-27.4% | $3,673-46.6% | $2,671-26.6% |
| Participant deferral / active EE | $2,400 | $6,537-63.3% | $7,417-67.6% | $4,126-41.8% |
| Admin fee / account holder | $1,119 | $5,326-79.0% | $7,233-84.5% | $5,650-80.2% |