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 | $86,949+455.5% | $102,460+371.4% | $80,959+496.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 63.45% | 18.89%+44.6pp | 29.47%+34.0pp | 35.67%+27.8pp |
| Employer contribution / active EE | $15,551 | $2,370+556.3% | $3,025+414.1% | $2,757+464.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,307 | $8,048-34.1% | $9,460-43.9% | $6,925-23.4% |