Filed October 11, 2023
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,135 | $88,370-46.7% | $112,977-58.3% | $79,856-41.0% |
| Participation rate | 71.4% | 76.8%-5.4pp | 82.6%-11.1pp | 69.6%+1.8pp |
| Annual return | 18.30% | 23.16%-4.9pp | 24.24%-5.9pp | 31.71%-13.4pp |
| Employer contribution / active EE | $282 | $3,398-91.7% | $4,255-93.4% | $2,471-88.6% |
| Participant deferral / active EE | $7,818 | $4,536+72.4% | $5,836+34.0% | $3,741+109.0% |
| Admin fee / account holder | $2,484 | $5,750-56.8% | $6,294-60.5% | $5,306-53.2% |