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 | $45,679 | $68,398-33.2% | $94,664-51.7% | $75,173-39.2% |
| Participation rate | 93.3% | 76.1%+17.3pp | 80.8%+12.5pp | 67.2%+26.1pp |
| Annual return | 15.16% | 616.72%-601.6pp | 156.84%-141.7pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,338 | $2,701+23.6% | $3,673-9.1% | $2,671+25.0% |
| Participant deferral / active EE | $6,178 | $6,537-5.5% | $7,417-16.7% | $4,126+49.7% |
| Admin fee / account holder | $1,670 | $5,324-68.6% | $7,222-76.9% | $5,651-70.4% |