Filed February 21, 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 | $26,931 | $61,660-56.3% | $80,022-66.3% | $64,173-58.0% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | -9.20% | -0.33%-8.9pp | 11.22%-20.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $3,208 | $1,810+77.2% | $2,468+30.0% | $2,381+34.7% |
| Participant deferral / active EE | $6,501 | $2,968+119.1% | $3,686+76.4% | $3,470+87.4% |
| Admin fee / account holder | $1,515 | $5,417-72.0% | $6,521-76.8% | $4,887-69.0% |