Filed February 13, 2024
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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 | $187,924 | $98,240+91.3% | $82,312+128.3% | $147,586+27.3% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 11.40% | 30.85%-19.5pp | 25.88%-14.5pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,594 | $3,192-50.1% | $2,428-34.4% | $4,876-67.3% |
| Participant deferral / active EE | $3,774 | $4,383-13.9% | $3,706+1.8% | $5,439-30.6% |
| Admin fee / account holder | $31,181 | $8,563+264.1% | $5,608+456.0% | $10,886+186.4% |