Filed April 20, 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 | $87,742 | $65,434+34.1% | $98,483-10.9% | $85,847+2.2% |
| Participation rate | 82.2% | 65.0%+17.2pp | 73.3%+8.9pp | 69.3%+12.9pp |
| Annual return | 10.56% | 21.75%-11.2pp | 1494.38%-1483.8pp | 318.61%-308.1pp |
| Employer contribution / active EE | $2,508 | $2,169+15.7% | $2,961-15.3% | $2,565-2.2% |
| Participant deferral / active EE | $4,830 | $3,168+52.5% | $4,276+12.9% | $3,952+22.2% |
| Admin fee / account holder | $1,194 | $4,595-74.0% | $5,953-79.9% | $6,261-80.9% |