Filed February 13, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,607 | $171,867-82.2% | $149,721-79.6% | $147,586-79.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 16.96% | 2113.36%-2096.4pp | 1501.67%-1484.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,505 | $6,275-76.0% | $5,444-72.4% | $4,876-69.1% |
| Participant deferral / active EE | $3,977 | $7,270-45.3% | $6,568-39.5% | $5,439-26.9% |
| Admin fee / account holder | $448 | $13,799-96.8% | $11,282-96.0% | $10,886-95.9% |