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 | $110,337+4.4% | $102,383+12.5% | $145,877-21.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.88% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $9,361 | $4,216+122.0% | $3,870+141.9% | $4,663+100.7% |
| Participant deferral / active EE | $5,822 | $5,621+3.6% | $5,060+15.1% | $6,691-13.0% |
| Admin fee / account holder | $1,531 | $9,750-84.3% | $8,391-81.8% | $13,402-88.6% |