Filed June 10, 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 | $47,997 | $55,932-14.2% | $76,735-37.5% | $67,986-29.4% |
| Participation rate | 72.0% | 50.8%+21.2pp | 69.5%+2.5pp | 57.2%+14.8pp |
| Annual return | 11.30% | 23.10%-11.8pp | 29.77%-18.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $1,670 | $1,487+12.4% | $2,454-31.9% | $2,019-17.3% |
| Participant deferral / active EE | $3,934 | $2,558+53.8% | $4,088-3.8% | $3,358+17.1% |
| Admin fee / account holder | $10,160 | $4,907+107.1% | $7,189+41.3% | $3,203+217.2% |