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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 | $15,823 | $71,878-78.0% | $86,698-81.7% | $68,486-76.9% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -19.26% | 3.53%-22.8pp | 35.95%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,358 | $2,173-37.5% | $2,837-52.1% | $2,597-47.7% |
| Participant deferral / active EE | $1,484 | $3,779-60.7% | $4,656-68.1% | $4,028-63.2% |
| Admin fee / account holder | $2,611 | $6,113-57.3% | $7,493-65.2% | $5,404-51.7% |