Filed February 15, 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 | $123,152 | $103,392+19.1% | $87,104+41.4% | $152,897-19.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 7.64% | 28.10%-20.5pp | 28.19%-20.6pp | 345.43%-337.8pp |
| Employer contribution / active EE | $6,744 | $3,221+109.4% | $2,521+167.5% | $4,764+41.6% |
| Participant deferral / active EE | $7,127 | $4,778+49.2% | $4,048+76.0% | $5,851+21.8% |
| Admin fee / account holder | $1,481 | $12,194-87.9% | $7,491-80.2% | $11,599-87.2% |