Filed May 10, 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 | $48,742 | $44,850+8.7% | $60,547-19.5% | $59,633-18.3% |
| Participation rate | 77.4% | 59.5%+17.9pp | 68.0%+9.4pp | 68.7%+8.7pp |
| Annual return | -4.21% | 1074.14%-1078.4pp | 335.64%-339.9pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,757 | $1,462+20.2% | $2,419-27.4% | $2,203-20.3% |
| Participant deferral / active EE | $2,968 | $2,230+33.1% | $3,328-10.8% | $3,192-7.0% |
| Admin fee / account holder | $1,314 | $3,635-63.9% | $4,536-71.0% | $4,297-69.4% |