Filed February 12, 2023
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $208,559 | $78,015+167.3% | $178,505+16.8% | $80,959+157.6% |
| Participation rate | 95.7% | 65.7%+30.1pp | 77.1%+18.6pp | 67.7%+28.1pp |
| Annual return | 7.12% | 18.10%-11.0pp | 27.16%-20.0pp | 35.67%-28.5pp |
| Employer contribution / active EE | $47,800 | $2,281+1995.2% | $3,955+1108.6% | $2,757+1633.7% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $42,847 | $7,160+498.4% | $10,428+310.9% | $6,925+518.7% |