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 | $77,164+170.3% | $178,014+17.2% | $80,874+157.9% |
| Participation rate | 95.7% | 65.7%+30.0pp | 77.1%+18.7pp | 67.6%+28.1pp |
| Annual return | 7.12% | 18.09%-11.0pp | 294.80%-287.7pp | 35.62%-28.5pp |
| Employer contribution / active EE | $47,800 | $2,288+1989.6% | $3,950+1110.1% | $2,756+1634.6% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $42,847 | $7,164+498.1% | $10,362+313.5% | $6,935+517.8% |