Filed October 28, 2022
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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 | $115,165 | $110,410+4.3% | $102,437+12.4% | $145,897-21.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.88% | 24.85%-17.0pp | 24.95%-17.1pp | 552.29%-544.4pp |
| Employer contribution / active EE | $9,361 | $4,217+122.0% | $3,871+141.8% | $4,663+100.8% |
| Participant deferral / active EE | $5,822 | $5,622+3.6% | $5,060+15.1% | $6,689-13.0% |
| Admin fee / account holder | $1,531 | $9,745-84.3% | $8,388-81.8% | $13,390-88.6% |