Filed February 27, 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 | $32,838 | $91,525-64.1% | $130,026-74.7% | $75,181-56.3% |
| Participation rate | 74.6% | 71.4%+3.1pp | 78.5%-3.9pp | 67.2%+7.4pp |
| Annual return | 10.77% | -631.40%+642.2pp | -137.26%+148.0pp | 160.69%-149.9pp |
| Employer contribution / active EE | $2,130 | $2,844-25.1% | $4,321-50.7% | $2,671-20.2% |
| Participant deferral / active EE | $3,951 | $4,342-9.0% | $5,821-32.1% | $4,126-4.2% |
| Admin fee / account holder | $805 | $6,778-88.1% | $10,608-92.4% | $5,650-85.8% |