Filed January 10, 2023
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Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,622 | $48,284+11.1% | $67,524-20.6% | $80,911-33.7% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.6%+26.3pp |
| Annual return | 16.52% | 18.27%-1.7pp | 3519.41%-3502.9pp | 35.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,194 | $2,927+111.6% | $4,001+54.8% | $4,297+44.1% |
| Admin fee / account holder | $7,080 | $3,688+92.0% | $4,001+77.0% | $6,935+2.1% |