Filed July 4, 2023 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,478 | $85,766-83.1% | $136,298-89.4% | $70,126-79.4% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 21.88% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $1,903 | $2,966-35.9% | $4,696-59.5% | $2,343-18.8% |
| Participant deferral / active EE | $4,008 | $5,051-20.7% | $6,247-35.8% | $3,332+20.3% |
| Admin fee / account holder | $606 | $5,421-88.8% | $9,244-93.4% | $4,645-87.0% |