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 | $108,942-51.8% | $100,415-47.7% | $145,897-64.0% |
| Participation rate | 91.3% | 83.0%+8.3pp | 81.5%+9.8pp | 80.3%+11.0pp |
| Annual return | 9.70% | 58.27%-48.6pp | 49.47%-39.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,755 | $4,422-15.1% | $3,943-4.8% | $4,663-19.5% |
| Participant deferral / active EE | $6,362 | $8,461-24.8% | $8,091-21.4% | $6,689-4.9% |
| Admin fee / account holder | $9,004 | $9,702-7.2% | $7,906+13.9% | $13,390-32.8% |