Filed December 18, 2023
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Participant 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 | $188,291 | $73,978+154.5% | $96,515+95.1% | $75,173+150.5% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.8pp | 67.2%+31.0pp |
| Annual return | 32.09% | 26.72%+5.4pp | 35.73%-3.6pp | 160.72%-128.6pp |
| Employer contribution / active EE | $5,592 | $2,931+90.8% | $3,740+49.5% | $2,671+109.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,495 | $5,219+216.1% | $6,735+144.9% | $5,651+191.9% |