Filed June 7, 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.
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 | $9,551 | $52,678-81.9% | $75,784-87.4% | $59,633-84.0% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.8%+21.6pp | 68.7%+28.8pp |
| Annual return | -10.47% | 2.95%-13.4pp | 9.68%-20.2pp | 2041.40%-2051.9pp |
| Employer contribution / active EE | $2,160 | $2,193-1.5% | $3,323-35.0% | $2,203-1.9% |
| Participant deferral / active EE | $2,156 | $2,591-16.8% | $3,652-41.0% | $3,192-32.4% |
| Admin fee / account holder | $924 | $3,610-74.4% | $5,300-82.6% | $4,297-78.5% |