Filed January 31, 2023
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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 | $85,939 | $89,367-3.8% | $141,191-39.1% | $72,975+17.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 34.47% | 111.87%-77.4pp | 71.41%-36.9pp | 81.01%-46.5pp |
| Employer contribution / active EE | $5,907 | $3,115+89.6% | $4,736+24.7% | $2,440+142.1% |
| Participant deferral / active EE | $5,927 | $5,419+9.4% | $6,710-11.7% | $3,608+64.3% |
| Admin fee / account holder | $3,085 | $5,957-48.2% | $10,264-69.9% | $5,124-39.8% |