Filed January 23, 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 | $151,709 | $131,835+15.1% | $108,582+39.7% | $273,972-44.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 11.03% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,844 | $4,913-42.1% | $3,758-24.3% | $4,869-41.6% |
| Participant deferral / active EE | $8,899 | $5,127+73.6% | $4,311+106.4% | $5,287+68.3% |
| Admin fee / account holder | $4,009 | $10,253-60.9% | $7,645-47.6% | $10,133-60.4% |