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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
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 | $3,611 | $111,535-96.8% | $105,223-96.6% | $137,256-97.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.85% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $572 | $3,939-85.5% | $3,689-84.5% | $4,156-86.2% |
| Participant deferral / active EE | $1,250 | $5,500-77.3% | $5,072-75.4% | $6,407-80.5% |
| Admin fee / account holder | $2,267 | $9,721-76.7% | $8,859-74.4% | $12,270-81.5% |