Filed January 17, 2024
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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 | $49,492 | $81,276-39.1% | $155,574-68.2% | $80,925-38.8% |
| Participation rate | 96.5% | 66.2%+30.2pp | 78.2%+18.3pp | 67.7%+28.8pp |
| Annual return | 14.58% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,803 | $3,103-9.7% | $4,676-40.1% | $2,756+1.7% |
| Participant deferral / active EE | $4,700 | $3,453+36.1% | $5,629-16.5% | $4,299+9.3% |
| Admin fee / account holder | $5,842 | $7,993-26.9% | $15,914-63.3% | $6,940-15.8% |