Filed April 13, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,654 | $53,128-38.5% | $86,582-62.3% | $70,126-53.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.53% | 27.66%-18.1pp | 965.08%-955.6pp | 73.15%-63.6pp |
| Employer contribution / active EE | $2,314 | $2,068+11.9% | $2,839-18.5% | $2,343-1.2% |
| Participant deferral / active EE | $4,927 | $2,695+82.8% | $3,609+36.5% | $3,332+47.9% |
| Admin fee / account holder | $7,585 | $3,584+111.7% | $4,904+54.7% | $4,645+63.3% |