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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 | $14,278 | $81,870-82.6% | $119,622-88.1% | $68,486-79.2% |
| Participation rate | 83.1% | 71.9%+11.2pp | 79.3%+3.8pp | 67.9%+15.2pp |
| Annual return | -19.94% | -23.82%+3.9pp | -14.98%-5.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $4,668 | $2,692+73.4% | $4,232+10.3% | $2,597+79.8% |
| Participant deferral / active EE | $1,560 | $4,148-62.4% | $5,601-72.1% | $4,028-61.3% |
| Admin fee / account holder | $351 | $6,583-94.7% | $10,328-96.6% | $5,404-93.5% |