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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 | $23,146 | $91,559-74.7% | $133,959-82.7% | $79,858-71.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.11% | 61.85%-54.7pp | 45.09%-38.0pp | 31.72%-24.6pp |
| Employer contribution / active EE | $2,245 | $2,384-5.8% | $3,919-42.7% | $2,471-9.1% |
| Participant deferral / active EE | $753 | $3,734-79.8% | $5,047-85.1% | $3,740-79.9% |
| Admin fee / account holder | $1,614 | $6,321-74.5% | $8,928-81.9% | $5,306-69.6% |