Filed December 15, 2022
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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 | $134,397 | $72,404+85.6% | $110,243+21.9% | $64,173+109.4% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -9.27% | -6.29%-3.0pp | 314.76%-324.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $5,936 | $2,282+160.2% | $3,827+55.1% | $2,381+149.3% |
| Participant deferral / active EE | $11,182 | $3,469+222.3% | $4,672+139.3% | $3,470+222.3% |
| Admin fee / account holder | $5,763 | $5,664+1.7% | $8,548-32.6% | $4,887+17.9% |