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 | $76,566 | $57,305+33.6% | $86,640-11.6% | $75,173+1.9% |
| Participation rate | 72.9% | 63.2%+9.7pp | 71.7%+1.2pp | 67.2%+5.7pp |
| Annual return | 14.42% | 2674.24%-2659.8pp | 592.52%-578.1pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,135 | $2,316+35.3% | $3,024+3.7% | $2,671+17.4% |
| Participant deferral / active EE | $7,719 | $3,320+132.5% | $4,438+73.9% | $4,126+87.1% |
| Admin fee / account holder | $4,449 | $4,116+8.1% | $5,616-20.8% | $5,651-21.3% |