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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 | $15,878 | $81,504-80.5% | $102,437-84.5% | $80,959-80.4% |
| Participation rate | 93.3% | 66.9%+26.5pp | 74.5%+18.8pp | 67.7%+25.7pp |
| Annual return | 6.31% | 25.60%-19.3pp | 24.95%-18.6pp | 35.67%-29.4pp |
| Employer contribution / active EE | $2,424 | $3,104-21.9% | $3,871-37.4% | $2,757-12.1% |
| Participant deferral / active EE | $916 | $3,871-76.3% | $5,060-81.9% | $4,300-78.7% |
| Admin fee / account holder | $2,505 | $6,719-62.7% | $8,388-70.1% | $6,925-63.8% |