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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 | $25,050 | $86,919-71.2% | $102,457-75.6% | $80,911-69.0% |
| Participation rate | 86.5% | 72.4%+14.2pp | 76.5%+10.0pp | 67.6%+18.9pp |
| Annual return | 8.86% | 18.90%-10.0pp | 29.41%-20.5pp | 35.63%-26.8pp |
| Employer contribution / active EE | $2,771 | $2,368+17.0% | $3,022-8.3% | $2,756+0.6% |
| Participant deferral / active EE | $1,253 | $4,119-69.6% | $5,054-75.2% | $4,297-70.8% |
| Admin fee / account holder | $1,829 | $8,049-77.3% | $9,451-80.7% | $6,935-73.6% |