Filed May 20, 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 | $54,104 | $56,287-3.9% | $80,977-33.2% | $62,881-14.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.70% | 22.13%-16.4pp | 17.11%-11.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,826 | $1,943+45.4% | $3,715-23.9% | $2,281+23.9% |
| Participant deferral / active EE | $5,378 | $4,196+28.2% | $5,696-5.6% | $3,203+67.9% |
| Admin fee / account holder | $1,410 | $3,742-62.3% | $5,517-74.4% | $4,296-67.2% |