Filed July 23, 2024
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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 | $25,555 | $60,139-57.5% | $90,461-71.7% | $79,856-68.0% |
| Participation rate | 88.1% | 65.0%+23.1pp | 72.7%+15.4pp | 69.6%+18.4pp |
| Annual return | 7.60% | 71.96%-64.4pp | 1294.76%-1287.2pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,045 | $2,069-49.5% | $3,264-68.0% | $2,471-57.7% |
| Participant deferral / active EE | $2,819 | $2,939-4.1% | $3,964-28.9% | $3,741-24.6% |
| Admin fee / account holder | $3,172 | $3,978-20.3% | $5,617-43.5% | $5,306-40.2% |