Filed May 13, 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 | $125,262 | $72,071+73.8% | $68,368+83.2% | $137,256-8.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.51% | 353.14%-349.6pp | 292.57%-289.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $6,717 | $2,788+140.9% | $2,649+153.6% | $4,156+61.6% |
| Participant deferral / active EE | $14,813 | $4,410+235.9% | $4,123+259.3% | $6,407+131.2% |
| Admin fee / account holder | $11,672 | $5,336+118.8% | $5,150+126.6% | $12,270-4.9% |