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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 | $16,783 | $78,428-78.6% | $95,960-82.5% | $79,852-79.0% |
| Participation rate | 75.5% | 73.5%+2.0pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 7.87% | 19.37%-11.5pp | 91.63%-83.8pp | 31.72%-23.8pp |
| Employer contribution / active EE | $1,101 | $1,945-43.4% | $2,541-56.7% | $2,471-55.5% |
| Participant deferral / active EE | $1,414 | $3,440-58.9% | $4,167-66.1% | $3,740-62.2% |
| Admin fee / account holder | $765 | $5,622-86.4% | $6,797-88.7% | $5,306-85.6% |