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 | $45,530 | $77,901-41.6% | $149,717-69.6% | $75,181-39.4% |
| Participation rate | 91.8% | 65.6%+26.2pp | 78.8%+13.0pp | 67.2%+24.6pp |
| Annual return | 16.78% | 31.73%-14.9pp | 134.41%-117.6pp | 160.69%-143.9pp |
| Employer contribution / active EE | $2,664 | $3,137-15.1% | $4,820-44.7% | $2,671-0.3% |
| Participant deferral / active EE | $3,650 | $3,411+7.0% | $5,682-35.8% | $4,126-11.5% |
| Admin fee / account holder | $2,780 | $5,949-53.3% | $13,213-79.0% | $5,650-50.8% |