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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 | $25,893 | $78,428-67.0% | $95,960-73.0% | $79,852-67.6% |
| Participation rate | 95.6% | 73.5%+22.1pp | 77.1%+18.5pp | 69.6%+25.9pp |
| Annual return | 8.29% | 19.37%-11.1pp | 91.63%-83.3pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,549 | $1,945-20.4% | $2,541-39.1% | $2,471-37.3% |
| Participant deferral / active EE | $576 | $3,440-83.2% | $4,167-86.2% | $3,740-84.6% |
| Admin fee / account holder | $4,541 | $5,622-19.2% | $6,797-33.2% | $5,306-14.4% |