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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 | $2,013 | $183,592-98.9% | $155,574-98.7% | $145,877-98.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 8.46% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,362 | $5,317-74.4% | $4,676-70.9% | $4,663-70.8% |
| Participant deferral / active EE | $1,362 | $6,466-78.9% | $5,629-75.8% | $6,691-79.6% |
| Admin fee / account holder | $1,475 | $19,316-92.4% | $15,914-90.7% | $13,402-89.0% |