Filed December 19, 2023
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,800 | $105,200-13.7% | $159,474-43.1% | $85,847+5.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 14.22% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $12,245 | $3,319+269.0% | $4,831+153.5% | $2,565+377.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,833 | $6,934+41.8% | $10,802-9.0% | $6,261+57.1% |