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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 | $17,888 | $136,860-86.9% | $120,344-85.1% | $154,746-88.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 5.65% | 21.38%-15.7pp | 20.30%-14.7pp | 172.34%-166.7pp |
| Employer contribution / active EE | $2,223 | $3,533-37.1% | $3,020-26.4% | $4,379-49.2% |
| Participant deferral / active EE | $1,364 | $5,793-76.5% | $5,135-73.4% | $6,730-79.7% |
| Admin fee / account holder | $111,791 | $15,393+626.3% | $12,742+777.4% | $14,365+678.2% |