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 | $95,404-12.8% | $113,397-26.6% | $82,637+0.7% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.5%+0.6pp | 68.1%+9.1pp |
| Annual return | 11.82% | 19.08%-7.3pp | 23.20%-11.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,210 | $2,307-4.2% | $2,977-25.8% | $2,552-13.4% |
| Participant deferral / active EE | $4,418 | $4,220+4.7% | $5,076-13.0% | $4,126+7.1% |
| Admin fee / account holder | $7,942 | $9,168-13.4% | $11,957-33.6% | $7,339+8.2% |