Filed August 19, 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 | $83,228 | $95,453-12.8% | $112,040-25.7% | $82,448+0.9% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.5%+0.7pp | 68.1%+9.1pp |
| Annual return | 11.82% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,210 | $2,318-4.6% | $2,954-25.2% | $2,551-13.4% |
| Participant deferral / active EE | $4,418 | $4,224+4.6% | $5,098-13.3% | $4,139+6.7% |
| Admin fee / account holder | $7,942 | $9,013-11.9% | $12,098-34.4% | $7,234+9.8% |