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 | $205,030 | $102,978+99.1% | $90,287+127.1% | $152,870+34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.06% | 95.17%-70.1pp | 78.10%-53.0pp | 345.34%-320.3pp |
| Employer contribution / active EE | $1,433 | $3,139-54.3% | $2,855-49.8% | $4,763-69.9% |
| Participant deferral / active EE | $11,091 | $4,281+159.1% | $3,885+185.5% | $5,850+89.6% |
| Admin fee / account holder | $2,602 | $6,171-57.8% | $5,351-51.4% | $11,597-77.6% |