Filed January 23, 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.
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 | $7,371 | $49,249-85.0% | $70,476-89.5% | $79,852-90.8% |
| Participation rate | 82.6% | 69.2%+13.4pp | 75.1%+7.5pp | 69.6%+13.0pp |
| Annual return | 0.98% | 30.09%-29.1pp | 109.12%-108.1pp | 31.72%-30.7pp |
| Employer contribution / active EE | $1,654 | $2,100-21.3% | $2,738-39.6% | $2,471-33.1% |
| Participant deferral / active EE | $1,053 | $2,769-62.0% | $3,710-71.6% | $3,740-71.8% |
| Admin fee / account holder | $1,130 | $2,878-60.7% | $3,847-70.6% | $5,306-78.7% |