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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 | $14,427 | $162,785-91.1% | $133,959-89.2% | $158,950-90.9% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 5.34% | 41.94%-36.6pp | 45.09%-39.7pp | 302.91%-297.6pp |
| Employer contribution / active EE | $927 | $4,975-81.4% | $3,919-76.3% | $4,762-80.5% |
| Participant deferral / active EE | $1,380 | $5,910-76.7% | $5,047-72.7% | $5,983-76.9% |
| Admin fee / account holder | $5,971 | $11,738-49.1% | $8,928-33.1% | $11,248-46.9% |