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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 | $9,254 | $167,362-94.5% | $143,799-93.6% | $134,532-93.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -27.14% | 0.47%-27.6pp | -0.04%-27.1pp | 418.27%-445.4pp |
| Employer contribution / active EE | $1,193 | $5,620-78.8% | $4,952-75.9% | $4,741-74.8% |
| Participant deferral / active EE | $1,372 | $6,447-78.7% | $5,638-75.7% | $6,401-78.6% |
| Admin fee / account holder | $1,025 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |