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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 | $27,173 | $217,432-87.5% | $185,849-85.4% | $167,536-83.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.99% | 148.42%-140.4pp | 122.10%-114.1pp | 478.82%-470.8pp |
| Employer contribution / active EE | $3,290 | $5,875-44.0% | $5,169-36.4% | $4,839-32.0% |
| Participant deferral / active EE | $1,799 | $6,357-71.7% | $5,569-67.7% | $6,342-71.6% |
| Admin fee / account holder | $2,273 | $19,818-88.5% | $16,244-86.0% | $12,315-81.5% |