Filed August 2, 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 | $67,655 | $199,109-66.0% | $173,730-61.1% | $154,746-56.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.13% | 20.02%-1.9pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,179 | $5,311-21.3% | $4,577-8.7% | $4,379-4.6% |
| Participant deferral / active EE | $5,223 | $7,113-26.6% | $6,326-17.4% | $6,730-22.4% |
| Admin fee / account holder | $610 | $20,916-97.1% | $17,523-96.5% | $14,365-95.8% |