Filed December 4, 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 | $121,278 | $156,616-22.6% | $133,346-9.1% | $198,609-38.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.94% | 44.25%-32.3pp | 36.85%-24.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $1,899 | $3,368-43.6% | $2,853-33.5% | $5,055-62.4% |
| Participant deferral / active EE | $4,981 | $4,920+1.2% | $4,332+15.0% | $6,977-28.6% |
| Admin fee / account holder | $8,885 | $17,468-49.1% | $14,264-37.7% | $19,030-53.3% |