Filed August 14, 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.
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 | $2,066 | $75,959-97.3% | $154,114-98.7% | $64,181-96.8% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.1pp | 69.6%+17.6pp |
| Annual return | -21.38% | 30.32%-51.7pp | 735.16%-756.5pp | 7.63%-29.0pp |
| Employer contribution / active EE | $954 | $3,350-71.5% | $5,298-82.0% | $2,381-59.9% |
| Participant deferral / active EE | $2,025 | $3,175-36.2% | $5,081-60.1% | $3,470-41.6% |
| Admin fee / account holder | $385 | $5,589-93.1% | $13,411-97.1% | $4,887-92.1% |