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 | $81,358-39.2% | $155,556-68.2% | $80,959-38.9% |
| Participation rate | 96.5% | 66.3%+30.2pp | 78.2%+18.3pp | 67.7%+28.8pp |
| Annual return | 14.58% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,803 | $3,106-9.8% | $4,675-40.0% | $2,757+1.7% |
| Participant deferral / active EE | $4,700 | $3,455+36.0% | $5,631-16.5% | $4,300+9.3% |
| Admin fee / account holder | $5,842 | $7,994-26.9% | $15,885-63.2% | $6,925-15.6% |