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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 | $4,828 | $105,145-95.4% | $94,664-94.9% | $139,466-96.5% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 9.97% | 38.09%-28.1pp | 156.84%-146.9pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,224 | $4,107-70.2% | $3,673-66.7% | $4,754-74.3% |
| Participant deferral / active EE | $1,620 | $7,599-78.7% | $7,417-78.2% | $6,712-75.9% |
| Admin fee / account holder | $1,741 | $8,972-80.6% | $7,222-75.9% | $11,409-84.7% |