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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 | $9,009 | $74,535-87.9% | $100,712-91.1% | $82,637-89.1% |
| Participation rate | 92.1% | 61.2%+31.0pp | 69.3%+22.9pp | 68.1%+24.1pp |
| Annual return | 11.64% | 18.92%-7.3pp | 33.27%-21.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $796 | $1,503-47.0% | $2,313-65.6% | $2,552-68.8% |
| Participant deferral / active EE | $1,063 | $3,074-65.4% | $4,085-74.0% | $4,126-74.2% |
| Admin fee / account holder | $731 | $6,576-88.9% | $9,256-92.1% | $7,339-90.0% |