Filed May 3, 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 | $70,102 | $86,940-19.4% | $102,434-31.6% | $80,935-13.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.96% | 18.89%-6.9pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $4,342 | $2,370+83.2% | $3,023+43.6% | $2,757+57.5% |
| Participant deferral / active EE | $3,039 | $4,121-26.3% | $5,055-39.9% | $4,299-29.3% |
| Admin fee / account holder | $1,057 | $8,047-86.9% | $9,462-88.8% | $6,924-84.7% |