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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 | $37,002 | $125,797-70.6% | $170,043-78.2% | $75,173-50.8% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 12.21% | 27.20%-15.0pp | 53.40%-41.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,682 | $4,616-63.6% | $6,790-75.2% | $2,671-37.0% |
| Participant deferral / active EE | $2,623 | $6,838-61.6% | $10,410-74.8% | $4,126-36.4% |
| Admin fee / account holder | $6,816 | $8,177-16.6% | $12,824-46.8% | $5,651+20.6% |