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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 | $7,637 | $110,337-93.1% | $102,383-92.5% | $145,877-94.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 8.58% | 24.83%-16.2pp | 24.94%-16.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,496 | $4,216-40.8% | $3,870-35.5% | $4,663-46.5% |
| Participant deferral / active EE | $1,241 | $5,621-77.9% | $5,060-75.5% | $6,691-81.5% |
| Admin fee / account holder | $1,623 | $9,750-83.4% | $8,391-80.7% | $13,402-87.9% |