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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 | $16,693 | $76,551-78.2% | $123,894-86.5% | $62,881-73.5% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.6pp | 69.3%+18.8pp |
| Annual return | -0.10% | 18.68%-18.8pp | 47.52%-47.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,045 | $2,882-63.8% | $4,617-77.4% | $2,281-54.2% |
| Participant deferral / active EE | $787 | $4,840-83.7% | $5,984-86.8% | $3,203-75.4% |
| Admin fee / account holder | $561 | $4,826-88.4% | $8,357-93.3% | $4,296-86.9% |