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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 | $20,539 | $93,598-78.1% | $135,974-84.9% | $75,173-72.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 11.94% | 30.89%-18.9pp | 68.30%-56.4pp | 160.72%-148.8pp |
| Employer contribution / active EE | $1,667 | $3,538-52.9% | $4,859-65.7% | $2,671-37.6% |
| Participant deferral / active EE | $2,435 | $6,405-62.0% | $7,760-68.6% | $4,126-41.0% |
| Admin fee / account holder | $3,483 | $6,978-50.1% | $10,767-67.6% | $5,651-38.4% |