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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 | $10,300 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 79.9%-6.2pp |
| Annual return | 8.03% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,336 | $8,237-83.8% | $7,906-83.1% | $6,396-79.1% |
| Admin fee / account holder | $793 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |