Filed November 12, 2024
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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.
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 | $18,124 | $53,128-65.9% | $86,582-79.1% | $70,126-74.2% |
| Participation rate | 83.8% | 65.3%+18.5pp | 73.5%+10.2pp | 69.5%+14.2pp |
| Annual return | 10.61% | 27.66%-17.0pp | 965.08%-954.5pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,070 | $2,068-48.3% | $2,839-62.3% | $2,343-54.3% |
| Participant deferral / active EE | $736 | $2,695-72.7% | $3,609-79.6% | $3,332-77.9% |
| Admin fee / account holder | $1,081 | $3,584-69.8% | $4,904-78.0% | $4,645-76.7% |