Filed April 18, 2023
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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 | $144,592 | $73,978+95.5% | $96,515+49.8% | $75,173+92.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 12.59% | 26.72%-14.1pp | 35.73%-23.1pp | 160.72%-148.1pp |
| Employer contribution / active EE | $7,777 | $2,931+165.4% | $3,740+108.0% | $2,671+191.2% |
| Participant deferral / active EE | $7,776 | $3,660+112.5% | $4,880+59.4% | $4,126+88.5% |
| Admin fee / account holder | $8,009 | $5,219+53.5% | $6,735+18.9% | $5,651+41.7% |