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 | $79,657 | $124,213-35.9% | $118,106-32.6% | $154,746-48.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 18.21% | 18.29%-0.1pp | 19.44%-1.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,413 | $4,905-30.4% | $4,698-27.4% | $4,379-22.1% |
| Participant deferral / active EE | $14,114 | $6,859+105.8% | $6,619+113.2% | $6,730+109.7% |
| Admin fee / account holder | $7,830 | $9,627-18.7% | $8,973-12.7% | $14,365-45.5% |