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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 | $9,420 | $81,276-88.4% | $155,574-93.9% | $80,925-88.4% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 9.46% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,819 | $3,103-41.4% | $4,676-61.1% | $2,756-34.0% |
| Participant deferral / active EE | $726 | $3,453-79.0% | $5,629-87.1% | $4,299-83.1% |
| Admin fee / account holder | $2,022 | $7,993-74.7% | $15,914-87.3% | $6,940-70.9% |