Filed January 4, 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 | $53,747 | $110,083-51.2% | $151,639-64.6% | $68,486-21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.80% | -10.12%-9.7pp | 3.34%-23.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $3,969 | $4,470-11.2% | $6,165-35.6% | $2,597+52.9% |
| Participant deferral / active EE | $6,471 | $6,526-0.8% | $8,363-22.6% | $4,028+60.7% |
| Admin fee / account holder | $3,526 | $7,718-54.3% | $11,613-69.6% | $5,404-34.8% |