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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 | $20,544 | $72,492-71.7% | $87,104-76.4% | $72,975-71.8% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 13.93% | 24.46%-10.5pp | 28.19%-14.3pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,095 | $1,894-42.2% | $2,521-56.6% | $2,440-55.1% |
| Participant deferral / active EE | $1,234 | $3,270-62.3% | $4,048-69.5% | $3,608-65.8% |
| Admin fee / account holder | $853 | $5,055-83.1% | $7,491-88.6% | $5,124-83.4% |