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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 | $25,704 | $181,896-85.9% | $156,551-83.6% | $273,972-90.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.70% | 30.74%-29.0pp | 32.23%-30.5pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,215 | $6,248-64.5% | $5,501-59.7% | $4,869-54.5% |
| Participant deferral / active EE | $767 | $5,550-86.2% | $4,871-84.3% | $5,287-85.5% |
| Admin fee / account holder | $513 | $15,560-96.7% | $13,028-96.1% | $10,133-94.9% |