Filed January 19, 2023 (most recent of 4 filings on file)
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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 | $54,930 | $56,894-3.5% | $84,753-35.2% | $62,881-12.6% |
| Participation rate | 75.6% | 68.5%+7.0pp | 76.6%-1.0pp | 69.3%+6.3pp |
| Annual return | -7.08% | 6.30%-13.4pp | 22.78%-29.9pp | 20.14%-27.2pp |
| Employer contribution / active EE | $1,036 | $2,400-56.8% | $3,574-71.0% | $2,281-54.6% |
| Participant deferral / active EE | $2,367 | $2,709-12.6% | $3,712-36.2% | $3,203-26.1% |
| Admin fee / account holder | $3,712 | $3,581+3.7% | $5,333-30.4% | $4,296-13.6% |