Filed September 19, 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.
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 | $46,003 | $72,486-36.5% | $87,103-47.2% | $72,976-37.0% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 11.83% | 24.46%-12.6pp | 28.19%-16.4pp | 81.02%-69.2pp |
| Employer contribution / active EE | $1,289 | $1,894-31.9% | $2,521-48.9% | $2,440-47.2% |
| Participant deferral / active EE | $2,383 | $3,270-27.1% | $4,049-41.1% | $3,608-33.9% |
| Admin fee / account holder | $1,302 | $5,055-74.2% | $7,491-82.6% | $5,124-74.6% |