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 | $49,535 | $55,902-11.4% | $76,030-34.8% | $80,959-38.8% |
| Participation rate | 75.0% | 62.1%+12.9pp | 69.1%+5.9pp | 67.7%+7.3pp |
| Annual return | 9.40% | 20.59%-11.2pp | 361.54%-352.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,960 | $1,867+5.0% | $2,688-27.1% | $2,757-28.9% |
| Participant deferral / active EE | $4,255 | $3,051+39.5% | $4,257-0.1% | $4,300-1.1% |
| Admin fee / account holder | $12,139 | $5,239+131.7% | $6,421+89.1% | $6,925+75.3% |