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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 | $16,329 | $102,422-84.1% | $147,117-88.9% | $80,959-79.8% |
| Participation rate | 72.2% | 75.9%-3.7pp | 82.2%-10.0pp | 67.7%+4.6pp |
| Annual return | 9.61% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,816 | $3,717-51.1% | $4,932-63.2% | $2,757-34.1% |
| Participant deferral / active EE | $1,839 | $6,652-72.4% | $8,065-77.2% | $4,300-57.2% |
| Admin fee / account holder | $2,372 | $7,953-70.2% | $12,993-81.7% | $6,925-65.8% |