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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 | $35,497 | $143,969-75.3% | $199,883-82.2% | $82,637-57.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 86.8%-11.8pp | 68.1%+6.9pp |
| Annual return | 8.81% | 25.67%-16.9pp | 43.81%-35.0pp | 53.51%-44.7pp |
| Employer contribution / active EE | $2,031 | $4,632-56.2% | $6,261-67.6% | $2,552-20.4% |
| Participant deferral / active EE | $2,719 | $6,937-60.8% | $9,138-70.3% | $4,126-34.1% |
| Admin fee / account holder | $1,143 | $14,597-92.2% | $17,268-93.4% | $7,339-84.4% |