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 | $47,110 | $54,757-14.0% | $90,304-47.8% | $72,975-35.4% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 2.05% | 30.63%-28.6pp | 78.13%-76.1pp | 81.01%-79.0pp |
| Employer contribution / active EE | $3,497 | $2,093+67.1% | $2,855+22.5% | $2,440+43.3% |
| Participant deferral / active EE | $7,698 | $2,887+166.6% | $3,885+98.1% | $3,608+113.4% |
| Admin fee / account holder | $2,013 | $3,973-49.3% | $5,354-62.4% | $5,124-60.7% |