Filed April 29, 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.
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 | $31,213 | $100,970-69.1% | $96,576-67.7% | $137,256-77.3% |
| Participation rate | 78.3% | 82.6%-4.4pp | 81.4%-3.2pp | 80.0%-1.7pp |
| Annual return | 12.37% | 38.16%-25.8pp | 38.47%-26.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,063 | $3,809-72.1% | $3,553-70.1% | $4,156-74.4% |
| Participant deferral / active EE | $3,308 | $8,286-60.1% | $7,956-58.4% | $6,407-48.4% |
| Admin fee / account holder | $1,417 | $11,312-87.5% | $11,381-87.6% | $12,270-88.5% |