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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 | $13,846 | $106,524-87.0% | $152,301-90.9% | $87,485-84.2% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.4%-5.8pp | 68.9%+7.7pp |
| Annual return | 1.96% | 26.89%-24.9pp | 80.50%-78.5pp | 26.06%-24.1pp |
| Employer contribution / active EE | $2,971 | $3,371-11.9% | $4,624-35.8% | $2,596+14.4% |
| Participant deferral / active EE | $2,285 | $6,525-65.0% | $8,004-71.5% | $4,274-46.5% |
| Admin fee / account holder | $1,990 | $8,287-76.0% | $14,398-86.2% | $7,775-74.4% |