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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 | $8,449 | $140,592-94.0% | $123,105-93.1% | $125,389-93.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -4.51% | 16.80%-21.3pp | 13.22%-17.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,302 | $6,041-61.9% | $5,151-55.3% | $4,866-52.7% |
| Participant deferral / active EE | $1,889 | $6,980-72.9% | $6,229-69.7% | $5,352-64.7% |
| Admin fee / account holder | $363 | $11,198-96.8% | $9,014-96.0% | $9,541-96.2% |