Filed May 7, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,066 | $197,603-92.4% | $177,827-91.5% | $158,950-90.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.21% | 58.76%-37.5pp | 48.32%-27.1pp | 302.91%-281.7pp |
| Employer contribution / active EE | $1,754 | $6,698-73.8% | $5,918-70.4% | $4,762-63.2% |
| Participant deferral / active EE | $3,543 | $8,404-57.8% | $7,713-54.1% | $5,983-40.8% |
| Admin fee / account holder | $731 | $15,402-95.3% | $12,429-94.1% | $11,248-93.5% |