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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 | $26,309 | $96,731-72.8% | $123,973-78.8% | $86,983-69.8% |
| Participation rate | 96.9% | 70.0%+26.9pp | 76.7%+20.2pp | 69.5%+27.3pp |
| Annual return | 10.06% | 17.33%-7.3pp | 388.13%-378.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,235 | $3,297-32.2% | $4,126-45.8% | $2,584-13.5% |
| Participant deferral / active EE | $1,561 | $4,152-62.4% | $5,247-70.2% | $4,194-62.8% |
| Admin fee / account holder | $1,291 | $8,722-85.2% | $11,799-89.1% | $7,856-83.6% |