Filed October 12, 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 | $41,477 | $103,038-59.7% | $90,324-54.1% | $152,909-72.9% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.5%+3.9pp |
| Annual return | 21.69% | 95.25%-73.6pp | 78.15%-56.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,082 | $4,282+42.1% | $3,885+56.5% | $5,851+3.9% |
| Admin fee / account holder | $8,110 | $6,177+31.3% | $5,356+51.4% | $11,601-30.1% |