Filed December 15, 2022
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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 | $76,350 | $69,383+10.0% | $101,271-24.6% | $73,493+3.9% |
| Participation rate | 97.4% | 68.4%+29.0pp | 75.8%+21.6pp | 70.7%+26.7pp |
| Annual return | 17.21% | 18.46%-1.2pp | 46.48%-29.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $484 | $2,628-81.6% | $3,660-86.8% | $2,270-78.7% |
| Participant deferral / active EE | $7,927 | $3,301+140.1% | $4,371+81.4% | $3,740+112.0% |
| Admin fee / account holder | $7,677 | $704+990.7% | $5,948+29.1% | $513+1396.2% |