Filed February 15, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,763 | $81,358-90.5% | $155,556-95.0% | $80,959-90.4% |
| Participation rate | 85.7% | 66.3%+19.4pp | 78.2%+7.5pp | 67.7%+18.0pp |
| Annual return | 20.46% | 33.39%-12.9pp | 64.84%-44.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,768 | $3,455+38.0% | $5,631-15.3% | $4,300+10.9% |
| Admin fee / account holder | $1,086 | $7,994-86.4% | $15,885-93.2% | $6,925-84.3% |