Filed December 19, 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 | $47,381 | $76,551-38.1% | $123,894-61.8% | $62,881-24.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.17% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,151 | $2,882+9.3% | $4,617-31.8% | $2,281+38.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,746 | $4,826-43.1% | $8,357-67.1% | $4,296-36.1% |