Filed January 19, 2024
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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 | $107,181 | $160,028-33.0% | $147,080-27.1% | $145,884-26.5% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 9.59% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,464 | $5,286-34.5% | $4,933-29.8% | $4,662-25.7% |
| Participant deferral / active EE | $9,169 | $8,422+8.9% | $8,066+13.7% | $6,690+37.1% |
| Admin fee / account holder | $1,699 | $15,030-88.7% | $12,989-86.9% | $13,392-87.3% |