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 | $87,528 | $58,258+50.2% | $81,820+7.0% | $80,925+8.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 18.63% | 41.76%-23.1pp | 777.93%-759.3pp | 35.65%-17.0pp |
| Employer contribution / active EE | $10,633 | $2,345+353.4% | $2,915+264.8% | $2,756+285.8% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,872 | $4,976-42.3% | $7,391-61.1% | $6,940-58.6% |