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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 | $11,605 | $106,524-89.1% | $152,301-92.4% | $87,485-86.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 14.04% | 26.89%-12.8pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,119 | $3,371-66.8% | $4,624-75.8% | $2,596-56.9% |
| Participant deferral / active EE | $2,185 | $6,525-66.5% | $8,004-72.7% | $4,274-48.9% |
| Admin fee / account holder | $1,443 | $8,287-82.6% | $14,398-90.0% | $7,775-81.4% |