Filed January 18, 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 | $26,205 | $65,083-59.7% | $143,788-81.8% | $66,930-60.8% |
| Participation rate | 93.0% | 65.2%+27.8pp | 80.3%+12.7pp | 69.8%+23.2pp |
| Annual return | -19.47% | -11.13%-8.3pp | -0.03%-19.4pp | 1.57%-21.0pp |
| Employer contribution / active EE | $1,986 | $2,361-15.9% | $4,952-59.9% | $2,545-22.0% |
| Participant deferral / active EE | $4,646 | $2,920+59.1% | $5,638-17.6% | $4,238+9.6% |
| Admin fee / account holder | $1,582 | $502+214.9% | $14,675-89.2% | $593+166.6% |