Filed April 10, 2023
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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 | $45,947 | $106,524-56.9% | $152,301-69.8% | $87,485-47.5% |
| Participation rate | 87.0% | 75.8%+11.3pp | 82.4%+4.6pp | 68.9%+18.1pp |
| Annual return | 13.84% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $3,981 | $3,371+18.1% | $4,624-13.9% | $2,596+53.3% |
| Participant deferral / active EE | $10,561 | $6,525+61.9% | $8,004+32.0% | $4,274+147.1% |
| Admin fee / account holder | $7,850 | $8,287-5.3% | $14,398-45.5% | $7,775+1.0% |