Filed April 4, 2023 (most recent of 2 filings on file)
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Employer 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.)
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 | $21,248 | $171,492-87.6% | $150,734-85.9% | $198,609-89.3% |
| Participation rate | 76.2% | 81.4%-5.2pp | 78.4%-2.3pp | 82.4%-6.2pp |
| Annual return | 34.75% | 804.70%-770.0pp | 600.81%-566.1pp | 202.70%-167.9pp |
| Employer contribution / active EE | $1,378 | $5,470-74.8% | $4,918-72.0% | $5,055-72.8% |
| Participant deferral / active EE | $4,988 | $6,259-20.3% | $5,610-11.1% | $6,977-28.5% |
| Admin fee / account holder | $1,451 | $17,628-91.8% | $14,905-90.3% | $19,030-92.4% |