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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 | $5,413 | $172,111-96.9% | $150,298-96.4% | $137,256-96.1% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 11.00% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $971 | $4,636-79.1% | $4,154-76.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,265 | $6,166-79.5% | $5,453-76.8% | $6,407-80.3% |
| Admin fee / account holder | $1,968 | $16,471-88.1% | $14,116-86.1% | $12,270-84.0% |