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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 | $34,369 | $123,793-72.2% | $177,848-80.7% | $79,856-57.0% |
| Participation rate | 90.3% | 84.7%+5.7pp | 87.7%+2.6pp | 69.6%+20.7pp |
| Annual return | 7.73% | 22.82%-15.1pp | 48.33%-40.6pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,121 | $4,095-48.2% | $5,919-64.2% | $2,471-14.2% |
| Participant deferral / active EE | $1,530 | $5,956-74.3% | $7,714-80.2% | $3,741-59.1% |
| Admin fee / account holder | $702 | $7,243-90.3% | $12,431-94.4% | $5,306-86.8% |