Filed February 11, 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 | $162,148 | $51,638+214.0% | $68,368+137.2% | $82,448+96.7% |
| Participation rate | 77.8% | 63.6%+14.2pp | 73.8%+4.0pp | 68.1%+9.7pp |
| Annual return | 10.84% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $4,004 | $2,047+95.7% | $2,649+51.2% | $2,551+57.0% |
| Participant deferral / active EE | $11,578 | $2,914+297.4% | $4,123+180.8% | $4,139+179.7% |
| Admin fee / account holder | $44,177 | $4,643+851.4% | $5,150+757.8% | $7,234+510.7% |