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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 | $108,825-76.1% | $156,181-83.3% | $82,448-68.4% |
| Participation rate | 83.6% | 72.4%+11.3pp | 78.8%+4.8pp | 68.1%+15.6pp |
| Annual return | 5.87% | 20.59%-14.7pp | 64.87%-59.0pp | 41.64%-35.8pp |
| Employer contribution / active EE | $1,731 | $2,870-39.7% | $4,294-59.7% | $2,551-32.2% |
| Participant deferral / active EE | $1,798 | $4,577-60.7% | $6,132-70.7% | $4,139-56.6% |
| Admin fee / account holder | $2,728 | $9,341-70.8% | $14,586-81.3% | $7,234-62.3% |