Filed June 21, 2023
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,921 | $81,504-62.1% | $102,437-69.8% | $80,959-61.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.11% | 25.60%-9.5pp | 24.95%-8.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $8,594 | $3,104+176.9% | $3,871+122.0% | $2,757+211.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $409 | $6,719-93.9% | $8,388-95.1% | $6,925-94.1% |