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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 | $11,992 | $65,367-81.7% | $92,915-87.1% | $72,976-83.6% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 12.81% | 42.11%-29.3pp | 109.45%-96.6pp | 81.02%-68.2pp |
| Employer contribution / active EE | $2,690 | $2,594+3.7% | $3,653-26.4% | $2,440+10.2% |
| Participant deferral / active EE | $1,079 | $3,128-65.5% | $4,238-74.5% | $3,608-70.1% |
| Admin fee / account holder | $2,373 | $4,251-44.2% | $5,796-59.1% | $5,124-53.7% |