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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 | $21,713 | $85,766-74.7% | $136,298-84.1% | $70,126-69.0% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 12.28% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,042 | $2,966-31.1% | $4,696-56.5% | $2,343-12.8% |
| Participant deferral / active EE | $1,133 | $5,051-77.6% | $6,247-81.9% | $3,332-66.0% |
| Admin fee / account holder | $4,615 | $5,421-14.9% | $9,244-50.1% | $4,645-0.7% |