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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 | $20,882 | $81,504-74.4% | $102,437-79.6% | $80,959-74.2% |
| Participation rate | 94.0% | 66.9%+27.1pp | 74.5%+19.5pp | 67.7%+26.3pp |
| Annual return | 7.27% | 25.60%-18.3pp | 24.95%-17.7pp | 35.67%-28.4pp |
| Employer contribution / active EE | $4,904 | $3,104+58.0% | $3,871+26.7% | $2,757+77.9% |
| Participant deferral / active EE | $228 | $3,871-94.1% | $5,060-95.5% | $4,300-94.7% |
| Admin fee / account holder | $352 | $6,719-94.8% | $8,388-95.8% | $6,925-94.9% |