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 | $55,930-11.4% | $76,089-34.9% | $80,925-38.8% |
| Participation rate | 75.0% | 62.1%+12.9pp | 69.1%+5.9pp | 67.7%+7.3pp |
| Annual return | 9.40% | 20.58%-11.2pp | 360.94%-351.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,960 | $1,866+5.0% | $2,690-27.1% | $2,756-28.9% |
| Participant deferral / active EE | $4,255 | $3,051+39.5% | $4,259-0.1% | $4,299-1.0% |
| Admin fee / account holder | $12,139 | $5,241+131.6% | $6,418+89.1% | $6,940+74.9% |