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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 | $26,019 | $115,931-77.6% | $185,441-86.0% | $86,983-70.1% |
| Participation rate | 83.6% | 73.6%+10.0pp | 80.3%+3.4pp | 69.5%+14.1pp |
| Annual return | 5.87% | 21.47%-15.6pp | 20.16%-14.3pp | 25.83%-20.0pp |
| Employer contribution / active EE | $1,731 | $2,937-41.1% | $4,672-63.0% | $2,584-33.0% |
| Participant deferral / active EE | $1,798 | $4,551-60.5% | $6,152-70.8% | $4,194-57.1% |
| Admin fee / account holder | $2,728 | $10,687-74.5% | $17,890-84.7% | $7,856-65.3% |