Filed June 27, 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 | $162,694 | $90,504+79.8% | $78,690+106.8% | $273,965-40.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | 75.61%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,059 | $3,176-66.7% | $2,851-62.8% | $4,869-78.2% |
| Participant deferral / active EE | $11,588 | $3,901+197.0% | $3,517+229.5% | $5,287+119.2% |
| Admin fee / account holder | $6,771 | $5,263+28.6% | $4,511+50.1% | $10,132-33.2% |