Filed October 30, 2024
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,615 | $125,797-50.2% | $170,057-63.2% | $75,177-16.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.30% | 27.20%-12.9pp | 53.42%-39.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,844 | $4,616-38.4% | $6,790-58.1% | $2,671+6.5% |
| Participant deferral / active EE | $2,941 | $6,838-57.0% | $10,411-71.8% | $4,126-28.7% |
| Admin fee / account holder | $2,918 | $8,177-64.3% | $12,826-77.2% | $5,651-48.4% |