Filed January 20, 2023
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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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,972 | $86,922+455.6% | $102,438+371.5% | $80,874+497.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 63.45% | 18.90%+44.6pp | 29.37%+34.1pp | 35.62%+27.8pp |
| Employer contribution / active EE | $15,551 | $2,369+556.3% | $3,024+414.3% | $2,756+464.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,307 | $8,050-34.1% | $9,448-43.8% | $6,935-23.5% |