Filed May 10, 2023
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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 | $31,296 | $183,988-83.0% | $162,177-80.7% | $152,897-79.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.5%+12.0pp |
| Annual return | 44.92% | 150.79%-105.9pp | 115.60%-70.7pp | 345.43%-300.5pp |
| Employer contribution / active EE | $2,874 | $6,370-54.9% | $5,613-48.8% | $4,764-39.7% |
| Participant deferral / active EE | $5,785 | $8,032-28.0% | $7,297-20.7% | $5,851-1.1% |
| Admin fee / account holder | $1,949 | $13,123-85.2% | $10,843-82.0% | $11,599-83.2% |