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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 | $22,892 | $168,635-86.4% | $147,617-84.5% | $125,389-81.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -5.36% | 77.65%-83.0pp | 61.98%-67.3pp | 282.24%-287.6pp |
| Employer contribution / active EE | $5,690 | $6,252-9.0% | $5,564+2.3% | $4,866+16.9% |
| Participant deferral / active EE | $1,156 | $5,507-79.0% | $4,895-76.4% | $5,352-78.4% |
| Admin fee / account holder | $813 | $13,580-94.0% | $11,612-93.0% | $9,541-91.5% |