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 | $56,121-14.5% | $92,985-48.4% | $64,340-25.4% |
| Participation rate | 72.0% | 44.9%+27.1pp | 69.5%+2.5pp | 55.2%+16.8pp |
| Annual return | 11.30% | 19.19%-7.9pp | 27.99%-16.7pp | 24.14%-12.8pp |
| Employer contribution / active EE | $1,670 | $1,351+23.6% | $2,662-37.3% | $1,862-10.3% |
| Participant deferral / active EE | $3,934 | $2,362+66.5% | $4,377-10.1% | $2,980+32.0% |
| Admin fee / account holder | $10,160 | $6,869+47.9% | $9,463+7.4% | $3,703+174.4% |