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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 | $22,873 | $198,457-88.5% | $170,435-86.6% | $147,586-84.5% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 2.47% | 257.30%-254.8pp | 205.94%-203.5pp | 578.59%-576.1pp |
| Employer contribution / active EE | $4,070 | $6,183-34.2% | $5,432-25.1% | $4,876-16.5% |
| Participant deferral / active EE | $1,219 | $5,629-78.3% | $4,939-75.3% | $5,439-77.6% |
| Admin fee / account holder | $2,393 | $16,852-85.8% | $13,881-82.8% | $10,886-78.0% |