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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 | $27,292 | $138,386-80.3% | $184,260-85.2% | $80,935-66.3% |
| Participation rate | 74.2% | 83.9%-9.7pp | 86.8%-12.6pp | 67.7%+6.5pp |
| Annual return | 8.11% | 20.02%-11.9pp | 28.84%-20.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,864 | $4,851-61.6% | $6,427-71.0% | $2,757-32.4% |
| Participant deferral / active EE | $2,580 | $7,076-63.5% | $9,133-71.7% | $4,299-40.0% |
| Admin fee / account holder | $1,254 | $10,489-88.0% | $13,898-91.0% | $6,924-81.9% |