Filed January 25, 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 | $52,529 | $108,912-51.8% | $100,383-47.7% | $145,959-64.0% |
| Participation rate | 91.3% | 83.0%+8.4pp | 81.5%+9.8pp | 80.3%+11.0pp |
| Annual return | 9.70% | 57.96%-48.3pp | 49.26%-39.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,755 | $4,423-15.1% | $3,944-4.8% | $4,661-19.4% |
| Participant deferral / active EE | $6,362 | $8,451-24.7% | $8,086-21.3% | $6,689-4.9% |
| Admin fee / account holder | $9,004 | $9,690-7.1% | $7,900+14.0% | $13,398-32.8% |