Filed January 17, 2024
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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 | $61,239 | $75,541-18.9% | $152,093-59.7% | $82,637-25.9% |
| Participation rate | 92.5% | 66.5%+25.9pp | 77.8%+14.7pp | 68.1%+24.4pp |
| Annual return | 12.80% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,457 | $2,622-6.3% | $4,175-41.2% | $2,552-3.7% |
| Participant deferral / active EE | $5,027 | $3,206+56.8% | $5,451-7.8% | $4,126+21.8% |
| Admin fee / account holder | $7,838 | $6,405+22.4% | $14,497-45.9% | $7,339+6.8% |