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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 | $22,458 | $201,372-88.8% | $184,260-87.8% | $145,884-84.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.62% | 29.04%-23.4pp | 28.84%-23.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $10,433 | $7,024+48.5% | $6,427+62.3% | $4,662+123.8% |
| Participant deferral / active EE | $1,618 | $9,808-83.5% | $9,133-82.3% | $6,690-75.8% |
| Admin fee / account holder | $4,686 | $16,362-71.4% | $13,898-66.3% | $13,392-65.0% |