Filed September 18, 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 | $140,264 | $211,239-33.6% | $178,528-21.4% | $145,877-3.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.32% | 30.22%-22.9pp | 27.11%-19.8pp | 551.28%-544.0pp |
| Employer contribution / active EE | $2,695 | $4,570-41.0% | $3,950-31.8% | $4,663-42.2% |
| Participant deferral / active EE | $7,319 | $6,963+5.1% | $6,278+16.6% | $6,691+9.4% |
| Admin fee / account holder | $2,365 | $12,095-80.4% | $10,419-77.3% | $13,402-82.4% |