Filed October 10, 2023
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Participant 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 | $26,237 | $93,598-72.0% | $135,974-80.7% | $75,173-65.1% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 36.13% | 30.89%+5.2pp | 68.30%-32.2pp | 160.72%-124.6pp |
| Employer contribution / active EE | $8,174 | $3,538+131.0% | $4,859+68.2% | $2,671+206.0% |
| Participant deferral / active EE | $2,368 | $6,405-63.0% | $7,760-69.5% | $4,126-42.6% |
| Admin fee / account holder | $2,313 | $6,978-66.9% | $10,767-78.5% | $5,651-59.1% |