Filed August 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.
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 | $24,002 | $51,207-53.1% | $70,565-66.0% | $75,177-68.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 12.81% | 30.05%-17.2pp | 32.79%-20.0pp | 160.75%-147.9pp |
| Employer contribution / active EE | $3,976 | $1,826+117.7% | $2,976+33.6% | $2,671+48.9% |
| Participant deferral / active EE | $2,667 | $2,850-6.4% | $4,568-41.6% | $4,126-35.4% |
| Admin fee / account holder | $3,636 | $4,097-11.3% | $6,430-43.4% | $5,651-35.7% |