Filed April 25, 2023
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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 | $52,321 | $148,629-64.8% | $135,982-61.5% | $139,487-62.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -25.02% | 79.33%-104.4pp | 68.32%-93.3pp | 373.84%-398.9pp |
| Employer contribution / active EE | $7,371 | $5,247+40.5% | $4,859+51.7% | $4,755+55.0% |
| Participant deferral / active EE | $7,564 | $8,102-6.6% | $7,760-2.5% | $6,713+12.7% |
| Admin fee / account holder | $1,116 | $12,406-91.0% | $10,767-89.6% | $11,407-90.2% |