Filed March 14, 2023
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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 | $28,527 | $86,940-67.2% | $102,434-72.2% | $80,935-64.8% |
| Participation rate | 84.3% | 72.4%+11.9pp | 76.5%+7.8pp | 67.7%+16.7pp |
| Annual return | 22.27% | 18.89%+3.4pp | 29.46%-7.2pp | 35.66%-13.4pp |
| Employer contribution / active EE | $2,968 | $2,370+25.3% | $3,023-1.8% | $2,757+7.7% |
| Participant deferral / active EE | $6,128 | $4,121+48.7% | $5,055+21.2% | $4,299+42.5% |
| Admin fee / account holder | $623 | $8,047-92.3% | $9,462-93.4% | $6,924-91.0% |