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 | $88,756 | $80,985+9.6% | $96,576-8.1% | $75,181+18.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.63% | 27.05%-14.4pp | 25.87%-13.2pp | 160.69%-148.1pp |
| Employer contribution / active EE | $6,681 | $2,282+192.7% | $2,965+125.3% | $2,671+150.2% |
| Participant deferral / active EE | $6,115 | $3,929+55.6% | $4,851+26.0% | $4,126+48.2% |
| Admin fee / account holder | $1,216 | $6,719-81.9% | $8,253-85.3% | $5,650-78.5% |