Filed December 27, 2022
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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 | $3,045 | $92,766-96.7% | $82,763-96.3% | $134,545-97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -34.11% | 946.97%-981.1pp | 702.45%-736.6pp | 418.37%-452.5pp |
| Employer contribution / active EE | $1,074 | $3,273-67.2% | $3,008-64.3% | $4,742-77.4% |
| Participant deferral / active EE | $2,241 | $4,802-53.3% | $4,395-49.0% | $6,401-65.0% |
| Admin fee / account holder | $422 | $5,978-92.9% | $5,325-92.1% | $11,431-96.3% |