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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 | $17,225 | $78,707-78.1% | $117,861-85.4% | $70,126-75.4% |
| Participation rate | 78.0% | 73.2%+4.9pp | 79.7%-1.6pp | 69.5%+8.5pp |
| Annual return | 7.29% | 23.30%-16.0pp | 335.11%-327.8pp | 73.15%-65.9pp |
| Employer contribution / active EE | $732 | $2,223-67.1% | $3,786-80.7% | $2,343-68.8% |
| Participant deferral / active EE | $865 | $3,297-73.8% | $4,482-80.7% | $3,332-74.0% |
| Admin fee / account holder | $2,928 | $5,066-42.2% | $8,021-63.5% | $4,645-37.0% |