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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 | $24,434 | $94,436-74.1% | $115,599-78.9% | $82,637-70.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 9.37% | 18.37%-9.0pp | 111.10%-101.7pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,660 | $2,324-28.6% | $2,955-43.8% | $2,552-35.0% |
| Participant deferral / active EE | $1,193 | $3,955-69.8% | $4,889-75.6% | $4,126-71.1% |
| Admin fee / account holder | $4,180 | $10,328-59.5% | $12,841-67.4% | $7,339-43.0% |