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 | $59,986 | $59,111+1.5% | $86,451-30.6% | $68,490-12.4% |
| Participation rate | 87.9% | 75.2%+12.6pp | 80.3%+7.5pp | 67.9%+20.0pp |
| Annual return | -20.07% | -0.22%-19.8pp | 4398.51%-4418.6pp | -7.85%-12.2pp |
| Employer contribution / active EE | $3,607 | $2,519+43.2% | $3,770-4.3% | $2,597+38.9% |
| Participant deferral / active EE | $6,243 | $5,900+5.8% | $6,953-10.2% | $4,028+55.0% |
| Admin fee / account holder | $9,167 | $5,640+62.5% | $6,734+36.1% | $5,403+69.7% |