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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 | $13,449 | $93,598-85.6% | $135,974-90.1% | $75,173-82.1% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 13.38% | 30.89%-17.5pp | 68.30%-54.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $2,053 | $3,538-42.0% | $4,859-57.8% | $2,671-23.1% |
| Participant deferral / active EE | $2,465 | $6,405-61.5% | $7,760-68.2% | $4,126-40.3% |
| Admin fee / account holder | $1,763 | $6,978-74.7% | $10,767-83.6% | $5,651-68.8% |