Filed June 1, 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 | $63,599 | $97,751-34.9% | $103,447-38.5% | $145,877-56.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 25.43%-9.5pp | 23.92%-8.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,947 | $4,684-37.1% | $4,678-37.0% | $4,663-36.8% |
| Participant deferral / active EE | $14,032 | $6,603+112.5% | $6,624+111.8% | $6,691+109.7% |
| Admin fee / account holder | $6,962 | $12,515-44.4% | $9,415-26.1% | $13,402-48.1% |