Filed January 13, 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 | $113,611 | $160,070-29.0% | $147,117-22.8% | $145,897-22.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.26% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $5,034 | $5,285-4.7% | $4,932+2.1% | $4,663+8.0% |
| Participant deferral / active EE | $8,530 | $8,419+1.3% | $8,065+5.8% | $6,689+27.5% |
| Admin fee / account holder | $2,120 | $15,035-85.9% | $12,993-83.7% | $13,390-84.2% |