Filed April 20, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,661 | $102,429-89.6% | $147,096-92.8% | $80,925-86.8% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 32.97% | 135.02%-102.1pp | 419.75%-386.8pp | 35.65%-2.7pp |
| Employer contribution / active EE | $1,443 | $3,716-61.2% | $4,936-70.8% | $2,756-47.6% |
| Participant deferral / active EE | $2,828 | $6,649-57.5% | $8,071-65.0% | $4,299-34.2% |
| Admin fee / account holder | $1,155 | $7,957-85.5% | $13,005-91.1% | $6,940-83.4% |