Filed October 12, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,353 | $60,139-8.0% | $90,461-38.8% | $79,856-30.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.44% | 71.96%-54.5pp | 1294.76%-1277.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $6,525 | $2,069+215.4% | $3,264+99.9% | $2,471+164.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,094 | $3,978-72.5% | $5,617-80.5% | $5,306-79.4% |