Filed June 18, 2024
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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 | $49,335 | $95,453-48.3% | $112,040-56.0% | $82,448-40.2% |
| Participation rate | 84.2% | 72.8%+11.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 15.89% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $386 | $2,318-83.3% | $2,954-86.9% | $2,551-84.9% |
| Participant deferral / active EE | $2,345 | $4,224-44.5% | $5,098-54.0% | $4,139-43.4% |
| Admin fee / account holder | $6,842 | $9,013-24.1% | $12,098-43.4% | $7,234-5.4% |