Filed April 13, 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 | $29,285 | $48,078-39.1% | $78,676-62.8% | $62,881-53.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.00% | 31.36%-20.4pp | 62.19%-51.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,476 | $2,015+22.9% | $2,850-13.1% | $2,281+8.5% |
| Participant deferral / active EE | $5,627 | $2,587+117.5% | $3,517+60.0% | $3,203+75.7% |
| Admin fee / account holder | $2,038 | $3,206-36.4% | $4,510-54.8% | $4,296-52.6% |