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 | $211,224-33.6% | $178,505-21.4% | $145,897-3.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.32% | 30.28%-23.0pp | 27.16%-19.8pp | 552.29%-545.0pp |
| Employer contribution / active EE | $2,695 | $4,577-41.1% | $3,955-31.9% | $4,663-42.2% |
| Participant deferral / active EE | $7,319 | $6,966+5.1% | $6,280+16.5% | $6,689+9.4% |
| Admin fee / account holder | $2,365 | $12,109-80.5% | $10,428-77.3% | $13,390-82.3% |